Best Energy Funds
Traditional and transition energy across the value chain.
Data updated · 6 direct-growth funds ranked by a transparent 0–100 Smart Score
| ⚖ VS | Fund | Score ↓ | Verdict | 1Y | 3Y | 5Y | Sharpe | Sortino | Std Dev | Alpha | Beta | VR★ | P/E | Expense | AUM | Age |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DSP Natural Resources And New Energy DSP | 74 | Buy | 10.7% | 17.6% | 13.9% | 0.82 | 0.84 | 16.1 | 9.0 | 0.75 | — | 11.5 | 1.01% | ₹2.5k Cr | 13.8y | |
| ICICI Prudential Energy Opportunities ICICI Prudential | 56 | Hold | 7.8% | — | — | -0.08 | -0.11 | 14.4 | 3.7 | 0.83 | — | 15.8 | 1.12% | ₹8.0k Cr | 2.2y | |
| Tata Resources & Energy Tata | 47 | Hold | 2.2% | 14.1% | 10.3% | 0.58 | 0.55 | 17.8 | 1.6 | 0.92 | — | 18.3 | 0.82% | ₹1.4k Cr | 10.8y | |
| Baroda BNP Paribas Energy Opportunities Baroda BNP Paribas | 43 | Avoid | -3.1% | — | — | 0.01 | 0.01 | 13.9 | 0.6 | 0.79 | — | 16.2 | 1.57% | ₹592 Cr | 1.7y | |
| SBI Energy Opportunities SBI | 34 | Avoid | -0.9% | — | — | -0.23 | -0.30 | 18.1 | -3.6 | 1.06 | — | 12.5 | 0.91% | ₹8.0k Cr | 2.6y | |
| Kotak Energy Opportunities Kotak | 32 | Avoid | -0.3% | — | — | -0.31 | -0.42 | 13.8 | -1.2 | 0.83 | — | 15.4 | 1.11% | ₹263 Cr | 1.5y |
Energy funds — quick answers
›Which is the best Energy mutual fund right now?
DSP Natural Resources And New Energy currently ranks #1 of 6 Energy funds with a FundLens Smart Score of 74/100 (Buy). It returned 17.6% over 3 years and 13.9% over 5 years at a 1.01% expense ratio (direct plan). Rankings are recomputed from data updated 18 Oct 2026.
›Which Energy fund has the best risk-adjusted returns?
DSP Natural Resources And New Energy leads the category on the Sortino ratio at 0.84 (Sharpe 0.82) — meaning it has delivered the most return per unit of downside risk among Energy funds.
›Which Energy fund has the lowest expense ratio?
Tata Resources & Energy charges 0.82% a year (direct plan) — the lowest in the category. Lower fees compound in your favour over long holding periods.
›Which is the smallest Energy fund by AUM?
Kotak Energy Opportunities manages ₹263 Cr, the smallest in the category. Smaller funds can be nimbler, but check track record and costs before treating size alone as an edge.
›How long should I stay invested in a Energy fund?
Energy funds carry very high risk, so a horizon of 7+ years is generally sensible. Traditional and transition energy across the value chain. This is research, not investment advice.
Want these answers conversationally? Ask FundLens · New to the ratios? Sharpe vs Sortino, explained