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 | ₹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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