FundLens

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

6
Funds
0
Strong Buys
Very High
Risk
6 funds
⚖Want to compare funds? Tick the checkbox in the first column — pick up to 5 and they'll go head-to-head in one view.
⚖ VSFund Score ↓Verdict1Y 3Y 5Y Sharpe Sortino Std Dev Alpha Beta VR★ P/E Expense AUM Age
DSP Natural Resources And New Energy
DSP
74
Buy17.4%19.3%16.5%0.990.9615.99.60.75—12.21.02%₹2.6k Cr13.7y
ICICI Prudential Energy Opportunities
ICICI Prudential
54
Hold13.5%——0.080.1114.35.10.84—16.61.12%₹8.3k Cr2.2y
Tata Resources & Energy
Tata
45
Hold7.8%15.3%12.8%0.680.6517.70.70.92—19.20.84%₹1.4k Cr10.7y
Baroda BNP Paribas Energy Opportunities
Baroda BNP Paribas
45
Hold1.4%——0.260.3713.82.50.79—16.81.58%₹627 Cr1.6y
Kotak Energy Opportunities
Kotak
38
Avoid3.9%——-0.07-0.0913.80.50.84—16.81.11%₹275 Cr1.4y
SBI Energy Opportunities
SBI
31
Avoid3.8%——-0.13-0.1718.2-3.11.07—14.10.92%₹8.3k Cr2.6y
Reading the ratios: ↑ higher is better — Returns, Sharpe, Sortino, Alpha · ↓ lower is better — Std Dev, P/E, Expense · Beta ≈1 moves with the market (<1 swings less). Hover any column header for details.

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 19.3% over 3 years and 16.5% over 5 years at a 1.02% expense ratio (direct plan). Rankings are recomputed from data updated 20 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 0.96 (Sharpe 0.99) — 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 ₹275 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