Investment Objective and Approach

The DSP Natural Resources and New Energy Fund aims to generate capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose predominant economic activity is in the: (a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies.

The scheme invests in equity and equity related securities of companies domiciled in India and a certain portion in companies domiciled overseas, whose predominant economic activity is in the discovery, development, production, or distribution of natural resources, viz., energy, mining, etc. The fund may have up to 35% of its allocation in global stocks.

Key investment approach features:

- Focus on natural resources and energy sectors

- Domestic and international exposure capability

- Long-term capital appreciation strategy

- Very High risk category as per SEBI's riskometer

Fund Managers

The fund is managed by Rohit Singhania, who serves as Co-Head of Equities at DSP Mutual Fund. His profile includes:

- Over 2 decades of experience tracking Indian equity markets and currently Co-Head of Equities at DSP

- Joined DSP Group in September 2005

- Commerce graduate with MBA in finance

- Started career as research analyst with renowned organisations like HDFC Securities, IL&FS, and Quantum Securities, covering sectors such as cement, metals, and autos

- Managing this fund since July 2012 as Co-Fund Manager

- Responsible for managing flagship equity strategies ranging across diversified and thematic categories

About the Fund House (AMC)

DSP Mutual Fund, managed by DSP Investment Managers Private Limited, is a well-established asset management company with significant market presence:

Company Overview:

- Headquartered in Mumbai and founded in 1996, with a legacy tied to the reputable DSP Group, known for its research-driven approach offering diverse portfolio of mutual funds including equity, debt, and hybrid options

- 28+ years of experience in crafting intentional, responsible investment decisions

- Total AUM of ₹198,255.66 crores across 202 schemes as of August 2025

Investment Philosophy:

- Places investors' interests ahead of their own in every decision, paying attention to their needs, challenges, and goals

- Always honest, ethical, and transparent in actions, acting with integrity and honouring responsibility to investors

- Unique model combines family ownership and professional management, allowing long-term thinking and durable results without compromising on principles

- Prioritizes transparency, integrity, and long-term value creation, serving both retail and institutional investors through disciplined and ethical investment practices

Should I Invest in DSP Natural Resources and New Energy Fund?

Suitability Factors:

Consider this fund if you:

- Have a long-term investment horizon (minimum 5+ years)

- Want exposure to natural resources and energy sectors

- Can handle high volatility and sector-specific risks

- Believe in the growth potential of natural resources and renewable energy sectors

Performance Metrics (as of August 2025):

- AUM of ₹1,309.61 crores as of August 29, 2025

- CAGR of 17.24% since inception (launched January 1, 2013)

- 1-year return: -2.07%, 3-year return: 23.84%, 5-year return: 27.68%

- Expense ratio: 0.96%

Important Considerations:

- Do not invest if you need to redeem your investment in less than five years

- Experts suggest avoiding funds with narrowly defined investment mandate like this one, recommending flexi-cap funds instead

- If investing, do so only through the SIP route

- Fund has experienced negative returns over the past year, reflecting inherent volatility of sector-specific investments

FAQs

What is today's NAV of DSP Natural Resources and New Energy Fund?

The latest NAV is ₹98.079 as of August 29, 2025 for the Direct Plan Growth option. NAV is updated daily and varies between Regular and Direct plans.

What is the AUM of DSP Natural Resources and New Energy Fund?

The fund has an AUM of ₹1,309.61 crores as of August 29, 2025. AUM represents the total market value of assets managed by the fund.

What is the expense ratio of DSP Natural Resources and New Energy Fund?

The expense ratio is 0.96%. This is the annual fee charged by the fund house for managing your investment.

What are the returns of DSP Natural Resources and New Energy Fund since inception?

The fund has delivered a CAGR of 17.24% since inception. Since scheme launch, it has generated 625.92% returns.

What is the minimum SIP amount to invest in DSP Natural Resources and New Energy Fund?

The minimum SIP amount is ₹100. You can also make a lump sum investment with a minimum of ₹100.

How do I invest in DSP Natural Resources and New Energy Fund?

You can invest through Allvest platform by selecting either SIP or lump sum option. Ensure you choose the Direct plan for lower expense ratio and complete your KYC before investing.

How to start a SIP in DSP Natural Resources and New Energy Fund?

Log in to your Allvest account, search for the fund, select SIP option, choose investment amount and frequency, set up auto-debit mandate, and start your systematic investment.

How do I automate an SIP in DSP Natural Resources and New Energy Fund?

Set up a bank mandate or UPI auto-debit through Allvest platform during SIP creation. This will automatically deduct the SIP amount on your chosen dates.

How can I withdraw/redeem my investment in DSP Natural Resources and New Energy Fund?

Submit redemption request through Allvest platform or fund house. The redemption amount will be credited to your registered bank account within 3-4 business days.