The DSP Natural Resources & New Energy Fund focuses on long-term capital appreciation by investing in equities related to energy and natural resources. Managed by Rohit Singhania, this fund aims to provide growth opportunities in sectors such as crude oil, iron, and steel. It has shown impressive returns, outperforming its category average in multiple time frames. Investors can benefit from its strategic allocation in top domestic equity holdings, including major companies in the energy sector. This fund is ideal for investors looking to capitalize on the growth of the energy and power sector in India.
Key Points
Managed by Rohit Singhania, focusing on energy and natural resources.
Outperformed category averages with significant returns over 1, 3, and 5 years.
Top holdings include Jindal Steel, Tata Steel, and ONGC, emphasizing energy and mining sectors.
Strategic allocation with 23% in crude oil and 21% in iron and steel sectors.
Oil & Natural Gas Corporation LimitedCrude Oil8.30
Petronet LNG LimitedInds. Gases & Fuels5.63
Oil India LimitedCrude Oil4.38
Indian Oil Corporation LimitedCrude Oil4.12
National Aluminium Company LimitedNon - Ferrous Metals3.44
Coal India LimitedMining3.32
Bharat Petroleum Corporation LimitedCrude Oil3.19
NMDC LimitedMining3.04
Allocation
Top 5 Sectors
Crude Oil23.77
Iron & Steel21.86
Others14.31
Miscellaneous12.79
Non - Ferrous
Metals
9.08
Portfolio Market Cap (As On 13-Apr-2026)
FundCategory Avg
Avg Mkt Cap (Cr)21795.9528729.55
Large Cap (%)34.5550.29
Mid Cap (%)24.9420.74
Small Cap (%)6.0619.36
No. of Stocks23
Top 5 Stock (%)37.16
Top 10 Stock (%)54.27
Portfolio P/B Ratio2.20
Portfolio P/E Ratio19.07
Investment Objective
The primary investment objective of the Scheme is seeking to
generate long term capital appreciation and provide long term growth
opportunities by investing in equity and equity relatedsecurities of
companies domiciled in India whose pre-dominant economic activity is
in the: a) discovery, development, production, or distribution of natural
resources, viz., energy, mining etc; (b) alternative energ
Disclaimer: This report has been prepared on the basis of data available to us and we have taken all precautions so that there are no errors and lapses. However, we do not assume any liability
for actions taken on the basis of this report. The user is advised to verify the contents of the report independently. Returns above 1 year are annualised. The various ratios have been calculated
against respective scheme benchmark for trailing one-year period. Past performance may or may not be sustained in future. Mutual fund investments are subject to market risks, read all scheme
related documents carefully.
Report Date : 13/04/2026
Ramachandran K S
SHREE SAIBALAJI SECURITIES PVT LTD
AMFI-Registered Mutual Fund Distributor | ARN-33665
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FAQs of DSP Natural Resources & New Energy Fund Overview
What is the investment strategy of the DSP Natural Resources Fund?
The DSP Natural Resources & New Energy Fund primarily invests in equity and equity-related securities of companies engaged in the discovery, development, production, or distribution of natural resources. This includes sectors such as energy, mining, and alternative energy sources. The fund aims to generate long-term capital appreciation by focusing on companies that are well-positioned to benefit from the growing demand for natural resources.
How has the DSP Natural Resources Fund performed recently?
As of April 2026, the DSP Natural Resources & New Energy Fund has demonstrated strong performance, with a one-year return of 39.35%, significantly higher than the category average of 19.35%. Over three years, the fund has returned 23.92%, showcasing its ability to deliver consistent growth. Its performance metrics indicate that it ranks highly within its category, making it a top choice for investors interested in the energy sector.
What are the top holdings in the DSP Natural Resources Fund?
The fund's top holdings include major companies such as Jindal Steel Limited and Tata Steel Limited, which together account for nearly 19% of the portfolio. Other significant investments include Oil and Natural Gas Corporation Limited and Petronet LNG Limited, reflecting a strong focus on the energy sector. This strategic selection of stocks positions the fund to capitalize on growth opportunities within the natural resources market.
What sectors does the DSP Natural Resources Fund focus on?
The DSP Natural Resources & New Energy Fund primarily focuses on sectors such as crude oil, iron and steel, and non-ferrous metals. As of the latest report, the fund allocates approximately 23.77% of its assets to crude oil and 21.86% to iron and steel. This sector-focused strategy aims to leverage the growth potential of these industries, which are critical to India's economic development.
What is the exit load for the DSP Natural Resources Fund?
The DSP Natural Resources & New Energy Fund has no exit load, allowing investors to redeem their investments without incurring additional fees. This feature provides flexibility for investors who may want to adjust their portfolios based on market conditions or personal financial needs. The absence of an exit load is an attractive aspect for those considering long-term investments in the fund.
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