Energy Fund


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: एनर्जी फंड

Returns (Regular Plan)

As On: 27 January 2023
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
DSP Natural Resources And New Energy Fund
Nippon India Power & Infra Fund
-1.55
1
-3.69
1
-2.08
1
-2.58
1
13.93
1
9.41
1
18.79
2
5.84
2
Tata Resources & Energy Fund
-2.53
2
-5.02
2
-4.01
2
-2.63
2
5.32
2
-2.09
2
20.95
1
11.16
1

Returns (Direct Plan)

As On: 27 January 2023
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
DSP Natural Resources And New Energy Fund
Nippon India Power & Infra Fund
-1.55
1
-3.69
1
-2.08
1
-2.58
1
13.93
1
9.41
1
18.79
2
5.84
2
Tata Resources & Energy Fund
-2.53
2
-5.02
2
-4.01
2
-2.63
2
5.32
2
-2.09
2
20.95
1
11.16
1
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As On: 27 January 2023
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Dsp Natural Resources And New Energy Fund

1.61
1
2.88
1

Nippon India Power & Infra Fund

0.56
2
1.66
3
5.10
1
28.71
2
15.98
2

Tata Resources & Energy Fund

0.25
3
2.48
2
-0.73
2
38.81
1
25.06
1
As On: 27 January 2023
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Dsp Natural Resources And New Energy Fund

1.70
1
3.17
1

Nippon India Power & Infra Fund

0.61
2
1.82
3
5.41
1
29.46
2
16.65
2

Tata Resources & Energy Fund

0.38
3
2.91
2
0.10
2
41.34
1
27.16
1
As On: 31 December 2022
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Dsp Natural Resources And New Energy Fund

-39.23
3
-28.92
2
-11.47
3
27.88
3
20.15
2

Nippon India Power & Infra Fund

-27.31
1
-33.30
3
-7.08
1
26.39
2
20.34
3

Tata Resources & Energy Fund

-31.53
2
-23.56
1
-8.35
2
23.84
1
17.44
1
As On: 31 December 2022
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank % Rank % Rank % Rank % Rank

Dsp Natural Resources And New Energy Fund

0.58
2
0.31
2
0.61
2
0.45

Nippon India Power & Infra Fund

0.52
3
0.26
3
0.49
3
0.48
1.47
2 1.38 1
0.74
2
0.10
2
1.39
2
0.0671
1

Tata Resources & Energy Fund

0.69
1
0.35
1
0.72
1
0.47
2.83
1 0.88 2
0.93
1
0.19
1
2.19
1
0.0010
2




Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

More Mutual Fund Analysis Article

  • An investment instrument that pools money from many investors and uses that money to invest in a diversified portfolio of stocks, bonds, or other securities. 
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  • It offers diversification, professional management, and liquidity.

A mutual fund is a pool of funds collected from individuals/ companies/ other entities to invest in financial securities like equity and bond, gold/silver, and commodities. Each mutual fund is managed by one or more fund manager. 

This post will describe the methodology used for different calculations on this website.