Best Energy Mutual Funds December 2024

  • A review of the different performance parameters of the fund is as follows:
    1. Returns: It signifies the growth in the investment's value over a specific period, presented either as a percentage or a monetary figure. Our analysis focused on six return parameters of this fund. The return parameters have been categorized into three performance groups: the top 25%, those below the top 25% but above average, and those below average. Now, let's take a look at how …

Full review at the fund page (link in the table below.)

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
19.71% 26.52% 27.15% 14.71% 15.85% 20.70% 27.43% 27.99% 15.44% 16.60% 16.53% -12.42% -21.89% 9.71% 1.01 0.69 1.32
15.25% 15.52% 21.06% 12.64% 16.81% 16.54% 16.81% 22.41% 13.79% 17.87% 18.04% -19.71% -27.17% % 0.27 0.56
12.08% 10.73% 21.65% 14.30% % 13.88% 12.54% 23.68% 16.20% % 16.30% -17.50% -23.50% 1.44% 0.81 0.18 0.35

Return Calculated On: 17 January 2025

Ratios Calculated On: 31 December 2024

As On: 17 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Nifty Commodities Total Return Index
1.10
2.86
-4.92
-11.72
-13.72
6.52
11.15
19.87
11.96
13.77
8.08
Dsp Natural Resources And New Energy Fund
1.42
2.24
-3.39
-9.14
-10.33
15.25
15.52
21.06
12.64
16.81
13.09
Nippon India Power & Infra Fund
0.89
1.24
-7.79
-9.07
-11.32
19.71
26.52
27.15
14.71
15.85
9.92
SBI Energy Opportunities Fund
0.73
1.42
-5.47
-12.72
-13.06
Tata Resources & Energy Fund
0.80
2.04
-5.61
-8.13
-8.98
12.08
10.73
21.65
14.30
Nifty Commodities Total Return Index
1.10
2.86
-4.92
-11.72
-13.72
6.52
11.15
19.87
11.96
13.77
8.08

As On: 17 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Nifty Commodities Total Return Index
1.10
2.86
-4.92
-11.72
-13.72
6.52
11.15
19.87
11.96
13.77
8.08
Dsp Natural Resources And New Energy Fund
1.42
2.26
-3.30
-8.89
-9.83
16.54
16.81
22.41
13.79
17.87
Nippon India Power & Infra Fund
0.89
1.26
-7.72
-8.86
-10.94
20.70
27.43
27.99
15.44
16.60
SBI Energy Opportunities Fund
0.73
1.44
-5.38
-12.47
-12.55
Tata Resources & Energy Fund
0.81
2.07
-5.48
-7.76
-8.26
13.88
12.54
23.68
16.20
Nifty Commodities Total Return Index
1.10
2.86
-4.92
-11.72
-13.72
6.52
11.15
19.87
11.96
13.77
8.08

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Dsp Natural Resources And New Energy Fund
-18.64
15.52
22.00
19.36
17.65
16.09
Nippon India Power & Infra Fund
-1.79
32.17
32.62
26.29
20.93
16.40
SBI Energy Opportunities Fund
Tata Resources & Energy Fund
-3.24
15.97
19.62
19.41

As On: 17 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Dsp Natural Resources And New Energy Fund
-17.61
16.84
23.45
20.66
18.82
Nippon India Power & Infra Fund
-0.92
33.18
33.55
27.08
21.66
SBI Energy Opportunities Fund
Tata Resources & Energy Fund
-1.64
17.87
21.64
21.38

Performance Indicators


Calculated On: 31 December 2024

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %
Dsp Natural Resources And New Energy Fund -27.17 -19.71 -7.33 18.04 13.44
Nippon India Power & Infra Fund -21.89 -12.42 -5.08 16.53 12.04
Tata Resources & Energy Fund -23.50 -17.50 -7.54 16.30 11.81

Calculated On: 31 December 2024

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
Dsp Natural Resources And New Energy Fund
0.56
0.27
0.59
0.39
Nippon India Power & Infra Fund
1.32
0.69
1.34
0.37
9.71
1.01
0.87
2.20
10.5600
Tata Resources & Energy Fund
0.35
0.18
0.47
0.39
1.44
0.81
0.91
1.23
-0.2200

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Dsp Natural Resources And New Energy Fund 13,830.00 10,748.81 55,497.60 45,335.84 156,036.00 103,690.68 193,200.00 167,618.89 567,372.00 303,594.36 1,138,986.00 678,439.26
Nippon India Power & Infra Fund 14,365.20 11,883.18 72,914.40 57,013.78 199,422.00 133,579.38 219,559.20 214,320.37 522,708.00 362,464.80 743,850.00 697,351.14
SBI Energy Opportunities Fund
Tata Resources & Energy Fund 13,449.60 11,787.98 48,880.80 45,629.17 159,840.00 97,859.94 214,116.00 167,885.09

Fund Name 1Y
Invested Amount: 12,000 		3Y
Invested Amount: 36,000 		5Y
Invested Amount: 60,000 		7Y
Invested Amount: 84,000 		10Y
Invested Amount: 1,20,000 		15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Dsp Natural Resources And New Energy Fund 13,984.80 10,820.08 57,384.00 46,200.96 164,898.00 107,374.98 207,530.40 175,534.55 621,324.00 323,414.16
Nippon India Power & Infra Fund 14,484.00 11,940.04 74,491.20 57,783.85 206,082.00 136,515.42 229,496.40 220,403.57 557,424.00 377,025.12
SBI Energy Opportunities Fund
Tata Resources & Energy Fund 13,665.60 11,892.77 51,307.20 46,878.66 173,610.00 102,791.88 240,265.20 180,066.35