Thematic · Thematic
DSP Natural Resources And New Energy Fund - Direct Plan - Growth
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
0.84
Return per unit of risk · rf 6.5%
Sortino (3Y)
1.0
Downside-only Sharpe
Max Drawdown
-48.0%
Peak-to-trough · full history
Vol (3Y)
17.8%
Annualised σ of daily returns
Positive Days
55%
Smoothness proxy
This fund has delivered moderate risk-adjusted returns over the last 3 years (Sharpe 0.84). Its worst peak-to-trough drop over the full history was 48.0% (large drawdowns) between 2018-01-12 and 2020-03-23. About 55% of trading days closed up. Profile: smooth NAV path.
YTD
+7.8%
Calendar YTD
1 Year
+17.2%
Trailing 12 mo
3 Year
+19.5%
CAGR
5 Year
+17.5%
CAGR
10 Year
+17.4%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 2566 windows
- Best window CAGR
- +44.32%
- Median CAGR
- +22.01%
- Avg CAGR
- +19.79%
- Worst window CAGR
- -13.01%
- Positive windows
- 92.5%
5-Year Rolling Windows
- Sample size
- 2083 windows
- Best window CAGR
- +35.27%
- Median CAGR
- +18.49%
- Avg CAGR
- +18.41%
- Worst window CAGR
- +2.46%
- Positive windows
- 100.0%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Thematic
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Nippon India Taiwan Equity Fund
Nippon India Mutual Fund
|
+120.3% | +63.1% | — | — |
|
HDFC Defence Fund
HDFC Mutual Fund
|
+20.0% | +37.6% | — | — |
|
Mirae Asset Healthcare Fund
Mirae Asset Mutual Fund
|
+18.9% | +23.1% | +16.3% | — |
|
ICICI Prudential Healthcare Fund - Direct Plan - Cumulative
ICICI Prudential Mutual Fund
|
+5.6% | +22.2% | +16.5% | — |
|
Nippon India Japan Equity Fund
Nippon India Mutual Fund
|
+28.2% | +21.1% | +10.0% | — |
|
Nippon India Japan Equity Fund - Direct Plan - Bonus Option
Nippon India Mutual Fund
|
+28.2% | +21.1% | +10.0% | — |
|
DSP Natural Resources And New Energy Fund (this fund)
DSP Mutual Fund
|
+17.2% | +19.5% | +17.5% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.