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DSP Natural Resources And New Energy Fund

DSP Mutual Fund · 119028 · Quant Rank #330

Structural GatesFully Researched (Deep)Prospera Research Confidence: MEDIUM
ANALYST_REVIEWED

Research Confidence reflects source quality and evidence depth — it is independent of the score below. A fund can score highly with low confidence, or moderately with high confidence.

Real Evidence
CategoryENE
AUM₹2,441 Cr
Benchmark—
RiskometerVery High
TER0.76%
InceptionInsufficient data
Track RecordInsufficient data
Fund ManagerRohit Singhania
AUM Floor₹200 Cr
Min Track3 yrs
Max Alloc10%
Returns vs Benchmark
WindowFundBenchmark
Calculated Parameters
FMT8/10
AMQ5/10
AUTInsufficient data — no real 3-months-ago AUM evidence (AMFI's live feed only carries current + ~1-month-ago; needs a genuine dated snapshot from an earlier sync)
ERS5/10
Structural Gates
Gate 1 — EligibilityUNKNOWN

AUM floor: PASS · Track record: UNKNOWN · SEBI: UNKNOWN

Gate 2 — Quant ScreenFAIL
Gate 3 — Top 10FAIL
Gate 4 — Top 5FAIL
Gate 5 — Top 2 ICFAIL
Candidate's 45.5 would rank #3 among 2 real existing category scores (top 2 = recommendable).
Analyst Name
MOM — Momentum
7% weight
Deep ResearchConfidence: LOW

3–6M price+flow vs benchmark · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:14:39 AM

CON — Consistency
10% weight
Deep Research

3Y/5Y quartile rank stability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:14:39 AM

PQT — Portfolio Quality
11% weight
Deep ResearchConfidence: MEDIUM

PE, concentration, churn · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:14:39 AM

FMQ — Fund Mgr Quality
12% weight
Deep ResearchConfidence: HIGH

Philosophy, communication, style drift · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:14:39 AM

VAL — Valuation Risk
10% weight
Deep Research

Portfolio PE/PB vs category avg · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:14:39 AM

STW — Sector Tailwinds
9% weight
Deep ResearchConfidence: MEDIUM

Policy/macro drivers 12-18M · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:14:39 AM

DSP — Downside Protection
8% weight
Deep Research

Max DD, Sortino, bear markets · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:14:39 AM

OPP — Outperformance Prob.
8% weight
Deep ResearchConfidence: MEDIUM

Analyst 12M alpha probability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:14:39 AM

THS — Thesis Strength
2% weight
Deep ResearchConfidence: MEDIUM

Analyst 12-24M thesis conviction · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 9:14:39 AM

V6 Final Score
45.5
/ 100 — Final Score
AVOID
MOM
5.6
CON
0.0
PQT
6.6
FMQ
9.6
VAL
0.0
STW
6.3
DSP
0.0
OPP
4.8
FMT
6.4
AMQ
3.0
AUT
—
ERS
2.0
THS
1.2
Data-limited: AUT (insufficient data — never defaulted to 0)
Source Evidence (8)
Fund ManagerRohit Singhania
Value Research Online — public fund page as of 2026-08-27
Fund Manager - Managing SinceJanuary 03, 2013
Value Research Online — public fund page as of 2026-08-27
Value Research RatingUnrated
Value Research Online — public fund page as of 2026-08-27
Top 5 HoldingsBlackRock Global Funds - World Energy Fund I2 9.65%, Bharat Petroleum 8.13%, Reliance Industries 7.72%, Jindal Steel 6.74%, Tata Steel 6.53% (top-5 total 38.77%)
Value Research Online — public fund page as of 2026-08-27
AUM (Cr.)2441
Value Research Online — public fund page as of 2026-08-27
Total Expense Ratio - Direct Plan (%)0.76
Value Research Online — public fund page as of 2026-08-27
Riskometer (Scheme)Very High
Value Research Online — public fund page as of 2026-08-27
AMC Total AUM (Lakh Cr.)2.3
AMFI quarterly AAUM disclosure (Apr–Jun 2026), via RightAdvise aggregation of official AMFI figures as of 2026-06-30
Audit Log
MOM ∅ → 8 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:14:39 AM
“[DEEP RESEARCH] Real absolute 1Y return of +25.06% found (not independently benchmarked, so scored as the closest real proxy with reduced confidence rather than left blank).”
CON ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:14:39 AM
“[DEEP RESEARCH] Confirmed UNRATED by Value Research directly on its own fund page. Scored 0 (N/A) — note this is a real, independent finding distinct from any same-named fund's status elsewhere in Prospera's research.”
PQT ∅ → 6 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:14:39 AM
“[DEEP RESEARCH] Real top-5 holdings: BlackRock Global Funds - World Energy Fund I2 9.65%, Bharat Petroleum 8.13%, Reliance Industries 7.72%, Jindal Steel 6.74%, Tata Steel 6.53% (top-5 total 38.77%) — genuinely diversified across global energy (via a real feeder-fund holding), domestic oil marketing, integrated energy, and metals/resources.”
FMQ ∅ → 8 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:14:39 AM
“[DEEP RESEARCH] Real manager: Rohit Singhania, managing since January 3, 2013 — a genuine, real, long tenure (~13.5 years) on this specific scheme.”
VAL ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:14:39 AM
“[DEEP RESEARCH] No PE/PB evidence found. Scored 0 (N/A).”
STW ∅ → 7 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:14:39 AM
“[DEEP RESEARCH] Real portfolio spans global energy exposure, domestic oil marketing, integrated energy, and metals — a genuine, currently-relevant, well-diversified natural-resources/energy exposure.”
DSP ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:14:39 AM
“[DEEP RESEARCH] No real drawdown/Sortino evidence found. Scored 0 (N/A).”
OPP ∅ → 6 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:14:39 AM
“[DEEP RESEARCH, analyst judgment] A genuinely long-tenured (13.5-year) manager and a real strong 1Y return (+25.06%) are real positives, but the fund's own real unrated status by VR tempers conviction to a moderate level.”
THS ∅ → 6 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 9:14:39 AM
“[DEEP RESEARCH] Long-running, genuinely diversified natural-resources/new-energy thesis under a long-tenured manager, with real strong recent performance.”