ENERecommendable#2 in categoryMODERATE BUYSecondary Pick

DSP Natural Resources New Energy

DSP MF · Jay Kothari + Charanjit Singh · benchmarked to Nifty Energy TRI

Prospera Research Engine v7 · Data as of 24 Aug 2026 · Synced 14 Sept 2026Review date unknown — validation required

Prospera VerdictProspera Recommended

BEATS 3-10: Global energy co-exposure via BlackRock FoF up to 35% provides upside from geopolitical energy dislocation SBI cannot reach. ENE-003 Tata (64) and ENE-004 ICICI (62) lack this overlay and have smaller AUM.

Final Score72.8

1Y Return9.2%

3Y CAGR18.4%

5Y CAGR22.8%

AUM₹2.8K Cr

Expense Ratio0.72%

Eligibility: All gates passed

Prospera Research

Score Breakdown

13 weighted parameters, exactly as configured in the Research Engine — 8 qualitative (analyst-scored) plus 5 quantitative (formula-derived), summing to a final score out of 100.

Momentum (7% weight)9.0/10

3–6M price+flow vs benchmark

Consistency (10% weight)7.0/10

3Y/5Y quartile rank stability

Portfolio Quality (11% weight)8.0/10

PE, concentration, churn

Fund Mgr Quality (12% weight)7.0/10

Philosophy, communication, style drift

Valuation Risk (10% weight)7.0/10

Portfolio PE/PB vs category avg

Sector Tailwinds (9% weight)8.0/10

Policy/macro drivers 12-18M

Downside Protection (8% weight)6.0/10

Max DD, Sortino, bear markets

Outperformance Prob. (8% weight)7.0/10

Analyst 12M alpha probability

Mgr Tenure Score (8% weight)7.0/10

Years managing fund → 1-10 score

AMC Quality Score (6% weight)7.0/10

Research depth, AUM scale, compliance

AUM Trend Score (5% weight)9.0/10

Growing=9, Stable=6, Declining=3

Expense Ratio Score (4% weight)5.0/10

Inverse ER — lower cost = higher score

Thesis Strength (2% weight)7.0/10

Analyst 12-24M thesis conviction

Final Score72.8/100

Prospera Research

Why This Fund

Stance: 10% max allocation

Prospera Research

Analyst Write-Up

A full analyst write-up hasn't been published for this fund yet — only shortlisted funds at the review stage get one. The score breakdown and performance data above are still real and current.

Prospera Research

Risk-Adjusted Performance

3Y Alpha—

5Y Alpha0.2%

Max Drawdown22.8%

Sharpe (3Y)0.92

Sortino (3Y)1.18

Beta0.88

Alpha Consistency68%