The DSP Natural Resources & New Energy Fund aims to generate long-term capital appreciation by investing in equity and equity-related securities of companies involved in energy, mining, and alternative resources. Managed by Rohit Singhania, this fund has shown impressive performance metrics, including a 39.35% return over the past year as of April 2026. Investors can review the fund's allocation across sectors, including crude oil and iron & steel, and its top holdings such as Jindal Steel and ONGC. This snapshot is essential for potential investors looking to understand the fund's historical performance and sector exposure.

Key Points

  • Achieved a 39.35% return over the last year as of April 2026
  • Top holdings include Jindal Steel and Oil & Natural Gas Corporation
  • Focuses on sectors like crude oil and iron & steel
  • Managed by Rohit Singhania since inception in 2008
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DSP Natural Res & New Energy Fund-Reg(G) -
Regular - Growth Option
Category : Equity-Sector-Energy & Power Fund Manager : Rohit Singhania
NAV as on 13-Apr-2026
₹ 107.93
AUM as on 28-Feb-2026
₹ 2,044 (Cr.)
Fund House DSP Mutual Fund
Inception Date 25-Apr-2008
TER 2.01
Benchmark BSE METAL Index
Exit Load
Nil
Returns % (As On 13-Apr-2026)
3 Month 6 Month 1 Year 3 Year 5 Year 10 Year
Fund 8.68 14.56 39.35 23.92 18.79 19.17
Category Avg 4.06 3.19 19.35 22.54 18.82 17.77
Rank within Category 1 1 1 2 2 1
No. of Funds in Category 7 7 6 3 3 3
MF Ratios
Alpha 3.04
Beta 0.70
SD 14.40
Sharpe 1.11
Information Ratio -0.08
Top 10 Domestic Equity Holdings
Company Sector Holding %
Jindal Steel Limited Iron & Steel 9.45
Tata Steel Limited Iron & Steel 9.40
Oil & Natural Gas Corporation Limited Crude Oil 8.30
Petronet LNG Limited Inds. Gases & Fuels 5.63
Oil India Limited Crude Oil 4.38
Indian Oil Corporation Limited Crude Oil 4.12
National Aluminium Company Limited Non - Ferrous Metals 3.44
Coal India Limited Mining 3.32
Bharat Petroleum Corporation Limited Crude Oil 3.19
NMDC Limited Mining 3.04
Allocation
Top 5 Sectors
Crude Oil 23.77
Iron & Steel 21.86
Others 14.31
Miscellaneous 12.79
Non - Ferrous
Metals
9.08
Portfolio Market Cap (As On 13-Apr-2026)
Fund Category Avg
Avg Mkt Cap (Cr) 21795.95 28729.55
Large Cap (%) 34.55 50.29
Mid Cap (%) 24.94 20.74
Small Cap (%) 6.06 19.36
No. of Stocks 23
Top 5 Stock (%) 37.16
Top 10 Stock (%) 54.27
Portfolio P/B Ratio 2.20
Portfolio P/E Ratio 19.07
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
retailsalem@gmail.com 9842730355 http://shreesaibalaji.com/
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FAQs

What sectors does the DSP Natural Resources & New Energy Fund invest in?
The DSP Natural Resources & New Energy Fund primarily invests in sectors related to energy and mining. Key sectors include crude oil, iron and steel, and non-ferrous metals. This diversified approach allows the fund to capitalize on various market opportunities within the natural resources sector, aiming for long-term capital appreciation.
What is the fund's performance compared to its category average?
As of April 2026, the DSP Natural Resources & New Energy Fund has outperformed its category average significantly. For instance, it recorded a 39.35% return over the past year, while the category average was only 19.35%. This consistent outperformance positions the fund as a top choice for investors seeking exposure to the energy and power sectors.
Who manages the DSP Natural Resources & New Energy Fund?
The fund is managed by Rohit Singhania, who has been at the helm since its inception in April 2008. Under his management, the fund has achieved notable returns and maintained a strong focus on sectors that are pivotal to India's economic growth, such as energy and natural resources.
What are the top holdings of the DSP Natural Resources & New Energy Fund?
The top holdings of the DSP Natural Resources & New Energy Fund include Jindal Steel Limited, Tata Steel Limited, and Oil & Natural Gas Corporation Limited. These companies represent significant portions of the fund's portfolio, reflecting its focus on the iron and steel and crude oil sectors. This strategic allocation aims to leverage growth in these critical industries.
What is the investment objective of the DSP Natural Resources & New Energy Fund?
The primary investment objective of the DSP Natural Resources & New Energy Fund is to generate long-term capital appreciation. The fund seeks to achieve this by investing in equity and equity-related securities of companies whose main economic activities revolve around natural resources, including energy and mining. This focus aims to provide growth opportunities aligned with market trends.

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