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DSP World Energy Fund - Regular Plan - Growth
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | DSP World Energy Fund - Regular Plan - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹96 Cr | ₹1045 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Aug 2009 | 24 Sep 2020 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI World,MSCI World Energy 10/40 Net TRI | BSE India Bond Index |
| Turn Over | 20% | 66% |
| Expense Ratio | 2.11 | 1.63 |
| Manager | Jay Kothari | Vinayak Jayanath |
| ISIN Code | INF740K01284 | INF846K01X30 |
| Exits Load | Data not available./365 | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 4.6% | 3.73% |
| 6 Month | 25.64% | 21.83% |
| 1 Year | 13.21% | 27.24% |
| 3 Year | 12.2% | 23.34% |
| 5 Year | 12.62% | - |
SIP Return Analysis
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 14.84% | 12.47% |
| 1 Year | 37.61% | 33.74% |
| 3 Year | 12.66% | 24.33% |
| 5 Year | 9.59% | - |
Rolling Lumpsum Returns
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 2.07% | 16.28% |
| 3 Year | 3.69% | 9.84% |
| 5 Year | 3.61% | - |
Risk Management
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 19.56% | 13.14% |
| Sharp | 0.29% | 0.98% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Jay Kothari | Vinayak Jayanath |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 20 | 18 |
| DSP World Energy Fund - Regular Plan - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
DSP World Energy Fund - Regular Plan - Growth |
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
DSP World Energy Fund - Regular Plan - Growth |
Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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