• 1 Year Returns: 17.35%
• 3 Year Returns: 19.28%
• 5 Year Returns: 16.49%

• Oil & Gas - Refining & Marketing | 30.78%
• Iron & Steel | 14.39%
• Others | 14.07%
• Metals - Diversified | 10.39%
• Oil & Gas - Exploration & Production | 9.27%

• BlackRock Global Funds - World Energy Fund (Class I2 USD Shares)^^ | 9.84%
• Bharat Petroleum Corporation Limited | 7.91%
• Reliance Industries Ltd | 7.71%
• TREPS / Reverse Repo Investments | 7.64%
• Jindal Steel Ltd | 7.01%

• Equity | 78.29%
• Mutual Funds | 13.22%
• Cash & Equivalents | 8.49%

The alpha ratio for the DSP Natural Res & New Energy Fund is 7.61

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the DSP Natural Res & New Energy Fund is 14.10

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the DSP Natural Res & New Energy Fund is 0.92

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the DSP Natural Res & New Energy Fund is 0.09

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.