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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) | ₹108 Cr | ₹1287 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 | 6.02% | 2.98% |
| 6 Month | 26.92% | 14.18% |
| 1 Year | 35.38% | 22.45% |
| 3 Year | 12.3% | 21.84% |
| 5 Year | 11.32% | 15.08% |
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 | 11.79% | 6.16% |
| 1 Year | 56.98% | 32.38% |
| 3 Year | 19.42% | 23.96% |
| 5 Year | 13.41% | 18.39% |
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 | 2.3% | 17.31% |
| 3 Year | 3.87% | 10.35% |
| 5 Year | 3.8% | 15.57% |
Risk Management
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 21.65% | 11.33% |
| Sharp | 0.09% | 1.21% |
| 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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