Compare Mutual Funds
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| Field | DSP Natural Resources and New Energy DSP Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 7.5/10 · Good |
| Fund house | DSP Mutual Fund |
| Category | Equity Scheme - Sectoral/ Thematic · sectoral |
| Type | Open Ended Schemes |
| Plan | Direct |
| Launch date | Dec 2012 |
| AUM | ₹2.0K Cr |
| Performance returns | |
| 1Y return | +31.80% |
| 3Y return (CAGR) | +25.30% |
| 5Y return (CAGR) | +20.86% |
| 10Y return (CAGR) | +20.10% |
| Category avg 1Y | +6.14% |
| SIP returns | |
| SIP 1Y | +37.70% |
| Risk metrics | |
| Risk level | Very High Risk |
| Volatility (Std Dev 1Y) | 15.10% |
| Sharpe ratio (1Y) | 1.68 |
| Sharpe ratio (3Y) | 1.24 |
| Sortino ratio (1Y) | 1.61 |
| Max drawdown (1Y) | -7.75% |
| Category rank (1Y) | #2 of 25 |
| Quartile (1Y) | Q1 ★ |
| Costs | |
| Expense ratio | 0.84% |
| Exit load | - |
| Portfolio | |
| NAV | ₹113.21 |
| Min SIP | ₹100 |
| Min lump sum | ₹100 |
| Tax & redemption | |
| Tax treatment | STCG 20% · LTCG 12.5% above ₹1.25L |
| Lock-in period | None |