The Nippon India Power & Infra Fund has shown a very good past performence in Energy Fund. The Nippon India Power & Infra Fund has a Jensen Alpha of 16.66% which is higher than the category average of 6.3%. 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 1.03 which is higher than the category average of 0.54. Here the Nippon India Power & Infra Fund has shown very good performance in terms of risk adjusted returns. Read Full Review
The 2 star rating shows a poor past performance of the Tata Resources & Energy Fund in Energy Fund. The Tata Resources & Energy Fund has a Jensen Alpha of 0.37% which is lower than the category average of 6.3%, showing poor performance. The Tata Resources & Energy Fund has a Sharpe Ratio of 0.27 which is lower than the category average of 0.54, showing poor performance. Read Full Review
The Dsp Natural Resources And New Energy Fund has shown a very poor past performence in Energy Fund. The Dsp Natural Resources And New Energy Fund has a Jensen Alpha of 1.86% which is lower than the category average of 6.3%, showing poor performance. The Dsp Natural Resources And New Energy Fund has a Sharpe Ratio of 0.33 which is lower than the category average of 0.54, showing poor performance. Read Full Review
| 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 |
|---|
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| |
-4.62% | 24.04% | 35.01% | 14.82% | 14.55% | -3.81% | 24.93% | 35.91% | 15.55% | 15.30% | 19.21% | -25.36% | -23.98% | 16.66% | 0.81 | 0.51 | 1.03 | ||
| |
-0.51% | 8.77% | 26.18% | 15.17% | % | 1.09% | 10.54% | 28.23% | 17.07% | % | 18.15% | -20.25% | -30.40% | 0.37% | 0.85 | 0.15 | 0.27 | ||
| |
-9.47% | 8.83% | 27.48% | 12.03% | 15.24% | -8.47% | 10.04% | 28.91% | 13.20% | 16.31% | 18.93% | -20.76% | -27.17% | 1.86% | 0.85 | 0.18 | 0.33 |
Return Calculated On: 09 April 2025 | Ratios Calculated On: 28 March 2025
As On: 09 April 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dsp Natural Resources And New Energy Fund |
-1.24
|
-9.16
|
-4.66
|
-8.51
|
|
-9.47
|
8.83
|
27.48
|
12.03
|
15.24
|
12.56
|
| Nippon India Power & Infra Fund |
-0.61
|
-4.94
|
1.84
|
-10.26
|
-18.11
|
-4.62
|
24.04
|
35.01
|
14.82
|
14.55
|
9.14
|
| SBI Energy Opportunities Fund |
-0.41
|
-4.04
|
3.21
|
-7.23
|
-18.40
|
-10.16
|
|
|
|
|
|
| Tata Resources & Energy Fund |
-0.74
|
-4.52
|
1.71
|
-2.92
|
-10.70
|
-0.51
|
8.77
|
26.18
|
15.17
|
|
|
| Nifty Commodities Total Return Index |
-0.51
|
-5.99
|
-0.66
|
-0.64
|
-14.60
|
-7.26
|
8.40
|
28.32
|
12.91
|
13.29
|
8.49
|
As On: 09 April 2025
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|
Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dsp Natural Resources And New Energy Fund |
-1.23
|
-9.14
|
-4.58
|
-8.26
|
|
-8.47
|
10.04
|
28.91
|
13.20
|
16.31
|
|
| Nippon India Power & Infra Fund |
-0.61
|
-4.92
|
1.91
|
-10.07
|
-17.75
|
-3.81
|
24.93
|
35.91
|
15.55
|
15.30
|
|
| SBI Energy Opportunities Fund |
-0.41
|
-4.02
|
3.30
|
-6.98
|
-17.95
|
-9.10
|
|
|
|
|
|
| Tata Resources & Energy Fund |
-0.73
|
-4.49
|
1.86
|
-2.53
|
-9.98
|
1.09
|
10.54
|
28.23
|
17.07
|
|
|
| Nifty Commodities Total Return Index |
-0.51
|
-5.99
|
-0.66
|
-0.64
|
-14.60
|
-7.26
|
8.40
|
28.32
|
12.91
|
13.29
|
8.49
|
As On: 09 April 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Dsp Natural Resources And New Energy Fund |
|
|
|
|
|
|
| Nippon India Power & Infra Fund |
-20.49
|
20.55
|
25.95
|
22.79
|
18.57
|
15.08
|
| SBI Energy Opportunities Fund |
-19.95
|
|
|
|
|
|
| Tata Resources & Energy Fund |
-10.44
|
12.18
|
16.09
|
17.80
|
|
|
As On: 09 April 2025
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|
Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Dsp Natural Resources And New Energy Fund |
|
|
|
|
|
|
| Nippon India Power & Infra Fund |
-19.79
|
21.54
|
26.88
|
23.60
|
19.31
|
|
| SBI Energy Opportunities Fund |
-19.03
|
|
|
|
|
|
| Tata Resources & Energy Fund |
-8.97
|
14.06
|
18.07
|
19.79
|
|
|
Calculated On: 28 March 2025
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|
Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Dsp Natural Resources And New Energy Fund | -27.17 | -20.76 | -9.68 | 18.93 | 13.81 |
| Nippon India Power & Infra Fund | -23.98 | -25.36 | -7.40 | 19.21 | 14.23 |
| Tata Resources & Energy Fund | -30.40 | -20.25 | -11.05 | 18.15 | 12.94 |
Calculated On: 28 March 2025
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|
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 |
0.33
|
0.18
|
0.43
|
0.38
|
1.86
|
0.85 |
0.82
|
|
1.23
|
-0.1000
|
| Nippon India Power & Infra Fund |
1.03
|
0.51
|
0.78
|
0.41
|
16.66
|
0.81 |
0.73
|
|
2.29
|
14.2300
|
| Tata Resources & Energy Fund |
0.27
|
0.15
|
0.39
|
0.39
|
0.37
|
0.85 |
0.91
|
|
1.13
|
-1.5200
|