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 | 23.4% | 20.7% | 17.0% | 1.19 | 1.03 | 15.9 | 11.7 | 0.77 | — | 12.3 | 1.08% | ₹2.5k Cr | 13.7y | |
| ICICI Prudential Energy Opportunities ICICI Prudential | 54 | Hold | 16.9% | — | — | 0.11 | 0.15 | 14.3 | 4.7 | 0.83 | — | 17.2 | 1.12% | ₹8.2k Cr | 2.1y | |
| Tata Resources & Energy Tata | 45 | Hold | 10.4% | 16.4% | 13.2% | 0.86 | 0.68 | 17.5 | 0.2 | 0.92 | — | 20.3 | 0.84% | ₹1.4k Cr | 10.7y | |
| Baroda BNP Paribas Energy Opportunities Baroda BNP Paribas | 45 | Hold | 4.8% | — | — | 0.33 | 0.47 | 13.9 | 2.4 | 0.78 | — | 16.9 | 1.51% | ₹645 Cr | 1.6y | |
| Kotak Energy Opportunities Kotak | 36 | Avoid | 6.9% | — | — | -0.06 | -0.08 | 13.8 | -0.6 | 0.83 | — | 17.1 | 1.10% | ₹273 Cr | 1.4y | |
| SBI Energy Opportunities SBI | 32 | Avoid | 8.2% | — | — | -0.11 | -0.14 | 18.3 | -3.5 | 1.07 | — | 15.2 | 0.90% | ₹8.6k Cr | 2.5y |
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 20.7% over 3 years and 17.0% over 5 years at a 1.08% expense ratio (direct plan). Rankings are recomputed from data updated 03 Sept 2026.
›Which Energy fund has the best risk-adjusted returns?
DSP Natural Resources And New Energy leads the category on the Sortino ratio at 1.03 (Sharpe 1.19) — 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 0.84% 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 ₹273 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