Best Energy Mutual Funds December 2024

  • A review of the different performance parameters of the fund is as follows:
    1. Returns: It indicates the appreciation in the investment's value within the investment period, represented as a percentage or a specific amount of money. We conducted an analysis of the six return parameters of this fund to assess their performance. To assess performance, we have segmented the return parameters into three groups: the top 25%, parameters below the top 25% but still above average, and …

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
7.06% 26.69% 25.71% 14.16% 14.72% 7.95% 27.60% 26.54% 14.89% 15.46% 16.53% -12.42% -21.89% 9.71% 1.01 0.69 1.32
5.23% 15.81% 20.84% 11.80% 16.01% 6.40% 17.10% 22.18% 12.95% 17.07% 18.04% -19.71% -27.17% % 0.27 0.56
4.05% 12.13% 20.70% 13.70% % 5.71% 13.95% 22.72% 15.58% % 16.30% -17.50% -23.50% 1.44% 0.81 0.18 0.35

Return Calculated On: 27 January 2025

Ratios Calculated On: 31 December 2024

As On: 27 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Dsp Natural Resources And New Energy Fund
-2.81
-5.76
-5.17
-14.46
5.23
15.81
20.84
11.80
16.01
13.38
Nippon India Power & Infra Fund
-2.37
-6.66
-9.82
-9.10
-17.44
7.06
26.69
25.71
14.16
14.72
10.08
SBI Energy Opportunities Fund
-2.33
-6.62
-8.79
-13.12
-18.72
Tata Resources & Energy Fund
-2.43
-4.26
-5.55
-8.30
-13.48
4.05
12.13
20.70
13.70
Nifty Commodities Total Return Index
-2.00
-3.59
-3.53
-10.86
-16.82
-0.47
12.82
19.78
11.56
13.19
8.53

As On: 27 January 2025

Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Dsp Natural Resources And New Energy Fund
-2.80
-5.74
-5.08
-13.98
6.40
17.10
22.18
12.95
17.07
Nippon India Power & Infra Fund
-2.36
-6.64
-9.75
-8.90
-17.08
7.95
27.60
26.54
14.89
15.46
SBI Energy Opportunities Fund
-2.32
-6.60
-8.70
-12.87
-18.25
Tata Resources & Energy Fund
-2.41
-4.23
-5.42
-7.94
-12.80
5.71
13.95
22.72
15.58
Nifty Commodities Total Return Index
-2.00
-3.59
-3.53
-10.86
-16.82
-0.47
12.82
19.78
11.56
13.19
8.53

As On: 27 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Dsp Natural Resources And New Energy Fund
-38.59
10.87
19.77
17.36
16.35
15.31
Nippon India Power & Infra Fund
-15.00
27.70
30.11
24.11
19.62
15.67
SBI Energy Opportunities Fund
Tata Resources & Energy Fund
-11.57
13.67
18.11
17.80

As On: 27 January 2025

Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Dsp Natural Resources And New Energy Fund
-37.77
12.22
21.23
18.66
17.52
Nippon India Power & Infra Fund
-14.23
28.71
31.03
24.90
20.35
SBI Energy Opportunities Fund
Tata Resources & Energy Fund
-10.10
15.56
20.12
19.76

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 12,627.60 9,301.19 55,915.20 42,390.47 154,578.00 98,224.56 183,363.60 156,078.97 529,992.00 283,057.20 1,184,148.00 633,972.06
Nippon India Power & Infra Fund 12,847.20 10,999.25 73,195.20 53,709.37 188,358.00 125,887.02 212,326.80 198,398.93 473,616.00 337,704.48 759,636.00 654,020.10
SBI Energy Opportunities Fund
Tata Resources & Energy Fund 12,486.00 11,232.35 50,749.20 44,152.52 153,726.00 94,314.48 206,320.80 158,544.04

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 12,768.00 9,363.14 57,812.40 43,230.28 163,374.00 101,763.12 196,971.60 163,471.73 580,476.00 301,563.84
Nippon India Power & Infra Fund 12,954.00 11,051.51 74,790.00 54,440.42 194,670.00 128,667.48 221,928.00 204,028.86 505,152.00 351,319.56
SBI Energy Opportunities Fund
Tata Resources & Energy Fund 12,685.20 11,331.60 53,272.80 45,367.38 166,974.00 99,060.42 231,478.80 169,980.72