DSP World Energy Fund - Regular Plan - Growth
DSP US Specific Equity Omni FOF - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Fund | DSP World Energy Fund - Regular Plan - Growth | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Average |
| Asset Size (Cr) | ₹108 Cr | ₹1089 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Aug 2009 | 03 Aug 2012 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI World,MSCI World Energy 10/40 Net TRI | Russell 1000 TRI |
| Turn Over | 20% | 20% |
| Expense Ratio | 2.11 | 2.34 |
| Manager | Jay Kothari | Laukik Bagwe |
| ISIN Code | INF740K01284 | INF740K01LP6 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.16% | 2.15% |
| 6 Month | 28.86% | 26.54% |
| 1 Year | 36.22% | 30.72% |
| 3 Year | 12.86% | 23.29% |
| 5 Year | 11.74% | 17.67% |
SIP Return Analysis
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| 6 Month | 11.79% | 10.26% |
| 1 Year | 56.98% | 49.88% |
| 3 Year | 19.42% | 27.36% |
| 5 Year | 13.41% | 20.53% |
Rolling Lumpsum Returns
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| 1 Year | 2.27% | 14.91% |
| 3 Year | 3.83% | 13.37% |
| 5 Year | 3.78% | 14.54% |
Risk Management
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 17.86% | 14.66% |
| Sharp | 0.34% | 1.04% |
| Beta | - | 0.97% |
| Alpha | - | -0.41% |
Fund Managers
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Name | Jay Kothari | Laukik Bagwe |
| Total AUM | ₹0 Cr | ₹12579 Cr |
| Funds Managed | 20 | 10 |
| DSP World Energy Fund - Regular Plan - Growth | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
Market Cap
| Scheme Name |
DSP World Energy Fund - Regular Plan - Growth |
DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
DSP World Energy Fund - Regular Plan - Growth |
DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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