| Fund Name | Rank | Rating | 1Y | 3Y | 5Y | 7Y | 10Y | SD | Max DD | VaR1Y95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| |
14.34 | 25.21 | 22.79 | 20.04 | 18.41 | 18.10 | -25.36 | -23.98 | 3.93 | 0.95 | 0.54 | 1.11 | ||
| |
13.87 | 18.61 | 16.00 | 19.69 | 17.86 | 14.82 | -20.25 | -17.56 | -1.23 | 0.85 | 0.47 | 0.91 |
Return Calculated On: 13 March 2026 | Ratios Calculated On: 27 February 2026
1Y, 3Y, 5Y, 7Y, and 10Y returns are annualized (in %). All returns are calculated on a compounded annual growth rate (CAGR) basis for Direct Growth funds
Rating: 5 Stars (Best) to 1 Star (Worst) | Rank: 1 (Best) to 100 (Worst). Rating and Rank are based on the performance of the fund over the last 3 years.
Max DD: Maximum Drawdown (in %) | SD: Standard Deviation (in %) | VaR 1Y 95%: Value at Risk (in %) | Jensen's Alpha: (in %)
Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.
Data Source: www.amfiindia.com
For more details, visit AMFI India.
The 4 star rating shows a very good past performance of the Nippon India Power & Infra Fund in Energy Fund. The Nippon India Power & Infra Fund has a Jensen Alpha of 3.93% which is higher than the category average of 1.88%. Here the Nippon India Power & Infra Fund has shown very good performance in terms of risk adjusted returns. The Nippon India Power & Infra Fund has a Sharpe Ratio of 1.11 which is higher than the category average of 1.07. Here the Nippon India Power & Infra Fund has shown good performance in terms of risk adjusted returns. Read Full Review
The Tata Resources & Energy Fund has shown a very good past performence in Energy Fund. The Tata Resources & Energy Fund has a Jensen Alpha of -1.23% which is lower than the category average of 1.88%, reflecting poor performance. The Tata Resources & Energy Fund has a Sharpe Ratio of 0.91 which is lower than the category average of 1.07, showing poor performance. Read Full Review
Performance Indicators
As On: 13 March 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Baroda BNP Paribas Energy Opportunities Fund |
-2.08
|
-2.42
|
-1.55
|
1.04
|
1.44
|
14.21
|
|
|
|
|
|
| ICICI Prudential Energy Opportunities Fund |
-1.88
|
-1.88
|
-1.88
|
0.87
|
3.47
|
18.21
|
|
|
|
|
|
| Kotak Energy Opportunities Fund |
-2.12
|
-2.22
|
-2.91
|
-0.73
|
-2.41
|
|
|
|
|
|
|
| Nippon India Power & Infra Fund |
-2.61
|
-3.06
|
-4.00
|
-2.45
|
-4.52
|
13.34
|
24.21
|
21.91
|
19.22
|
17.61
|
11.23
|
| SBI Energy Opportunities Fund |
-2.11
|
-2.82
|
-3.30
|
-1.81
|
-1.56
|
13.39
|
|
|
|
|
|
| Tata Resources & Energy Fund |
-2.90
|
-3.66
|
-5.61
|
-2.74
|
-2.72
|
12.07
|
16.74
|
14.14
|
17.76
|
15.92
|
|
| Nifty Commodities Total Return Index |
-3.07
|
-3.93
|
-4.52
|
0.90
|
5.14
|
17.74
|
20.60
|
17.29
|
16.66
|
16.92
|
10.15
|
As On: 13 March 2026
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Baroda BNP Paribas Energy Opportunities Fund |
-2.08
|
-2.39
|
-1.44
|
1.37
|
2.17
|
15.97
|
|
|
|
|
|
| ICICI Prudential Energy Opportunities Fund |
-1.84
|
-1.84
|
-1.75
|
1.14
|
4.10
|
19.64
|
|
|
|
|
|
| Kotak Energy Opportunities Fund |
-2.11
|
-2.18
|
-2.79
|
-0.36
|
-1.67
|
|
|
|
|
|
|
| Nippon India Power & Infra Fund |
-2.61
|
-3.05
|
-3.93
|
-2.24
|
-4.10
|
14.34
|
25.21
|
22.79
|
20.04
|
18.41
|
|
| SBI Energy Opportunities Fund |
-2.11
|
-2.80
|
-3.23
|
-1.57
|
-1.09
|
14.51
|
|
|
|
|
|
| Tata Resources & Energy Fund |
-2.90
|
-3.63
|
-5.50
|
-2.37
|
-1.97
|
13.87
|
18.61
|
16.00
|
19.69
|
17.86
|
|
| Nifty Commodities Total Return Index |
-3.07
|
-3.93
|
-4.52
|
0.90
|
5.14
|
17.74
|
20.60
|
17.29
|
16.66
|
16.92
|
10.15
|
As On: 13 March 2026
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Baroda BNP Paribas Energy Opportunities Fund |
5.44
|
|
|
|
|
|
| Dsp Natural Resources And New Energy Fund |
|
|
|
|
|
|
| ICICI Prudential Energy Opportunities Fund |
8.09
|
|
|
|
|
|
| Kotak Energy Opportunities Fund |
|
|
|
|
|
|
| Nippon India Power & Infra Fund |
-1.31
|
10.40
|
18.68
|
21.93
|
18.31
|
15.60
|
| SBI Energy Opportunities Fund |
-0.51
|
|
|
|
|
|
| Tata Resources & Energy Fund |
-1.56
|
8.71
|
11.21
|
16.28
|
15.36
|
|
As On: 13 March 2026
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Baroda BNP Paribas Energy Opportunities Fund |
7.04
|
|
|
|
|
|
| Dsp Natural Resources And New Energy Fund |
|
|
|
|
|
|
| ICICI Prudential Energy Opportunities Fund |
9.41
|
|
|
|
|
|
| Kotak Energy Opportunities Fund |
|
|
|
|
|
|
| Nippon India Power & Infra Fund |
-0.42
|
11.39
|
19.65
|
22.85
|
19.11
|
|
| SBI Energy Opportunities Fund |
0.49
|
|
|
|
|
|
| Tata Resources & Energy Fund |
0.04
|
10.52
|
13.05
|
18.27
|
17.27
|
|
Calculated On: 27 February 2026
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| None | -16.50 | -20.76 | -5.66 | 15.09 | 10.88 |
| Nippon India Power & Infra Fund | -23.98 | -25.36 | -10.13 | 18.10 | 13.57 |
| Tata Resources & Energy Fund | -17.56 | -20.25 | -8.67 | 14.82 | 10.41 |
Calculated On: 27 February 2026
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|---|---|---|---|---|---|---|---|---|---|
| None |
1.20
|
0.63
|
0.81
|
0.40
|
2.93
|
0.89 |
0.80
|
|
1.80
|
2.0900
|
| Nippon India Power & Infra Fund |
1.11
|
0.54
|
0.76
|
0.43
|
3.93
|
0.95 |
0.66
|
|
2.59
|
3.0800
|
| Tata Resources & Energy Fund |
0.91
|
0.47
|
0.66
|
0.44
|
-1.23
|
0.85 |
0.85
|
|
1.35
|
-3.3700
|