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tortoise-icon DSP World Energy Fund - Regular Plan - Growth

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tortoise-icon Axis Global Equity Alpha Fund of Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 ₹1019 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 3.76% 3.66%
6 Month 15.18% 7.69%
1 Year 14.35% 25.21%
3 Year 7.21% 18%
5 Year 10.2% -

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 14.35% 11.51%
1 Year 29.02% 29.05%
3 Year 10.22% 22.87%
5 Year 8.28% -

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% 13.28%
Sharp 0.22% 0.91%
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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