What is the risk comparison between DSP World Energy Fund - Regular Plan - Growth and DSP US Specific Equity Omni FOF - Regular Plan - Growth?

DSP World Energy Fund - Regular Plan - Growth is more volatile than DSP US Specific Equity Omni FOF - Regular Plan - Growth. Choose a fund based on your risk tolerance and goals.

DSP World Energy Fund - Regular Plan - Growth vs DSP US Specific Equity Omni FOF - Regular Plan - Growth: Which has better AUM growth?

DSP World Energy Fund - Regular Plan - Growth has Rs 93.28 crore in AUM and DSP US Specific Equity Omni FOF - Regular Plan - Growth has Rs 1068.04 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

Which fund has a lower expense ratio, DSP World Energy Fund - Regular Plan - Growth or DSP US Specific Equity Omni FOF - Regular Plan - Growth?

DSP World Energy Fund - Regular Plan - Growth has an expense ratio of 2.11% and DSP US Specific Equity Omni FOF - Regular Plan - Growth has 2.34%. DSP World Energy Fund - Regular Plan - Growth has a lower ratio, which means it can give better net returns.

Compare Mutual Funds

Compare Up to 4 FundsFree Analysis

DSP World Energy Fund - Regular Plan - Growth

Internationalvery high Risk

DSP US Specific Equity Omni FOF - Regular Plan - Growth

Internationalmedium Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

13.11 %

Expense Ratio

2.11 %

The trade-off:

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Returns (5Y)

18.4 %

Expense Ratio

2.34 %

The trade-off:

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Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

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METRICS

DSP World Energy Fund - Regular Plan - Growth

DSP US Specific Equity Omni FOF - Regular Plan - Growth

Basic Overview

Current NAV

₹ 25.63

₹ 79.33

Benchmark

MSCI World,MSCI World Energy 10/40 Net TRI

Russell 1000 TRI

Fund Size (AUM)

₹93 Cr

₹1068 Cr

Expense Ratio

2.11%

2.34%

Launch Date

14 Aug 2009

03 Aug 2012

SIP Returns

1 Year Return

52.54%

41.18%

3 Year Return

20.21%

26.15%

5 Year Return

13.87%

20.21%

Since Inception

3.84%

14.65%

Trailing Returns

1 Month Return

9.36%

4.38%

3 Month Return

28.85%

22.63%

1 Year Return

49.80%

32.35%

3 Year Return

14.87%

24.13%

5 Year Return

13.11%

18.40%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

Beta

Sharpe Ratio

Standard Deviation

21.65

13.78

Investment & Taxes

Min SIP Amount

₹ 100

Min Lumpsum

₹ 100

Exit Load

Data not available./365

Lock In

No Lock-in

Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

DSP World Energy Fund - Regular Plan - Growth3 /100

Outstanding protection during market downturns.

DSP US Specific Equity Omni FOF - Regular Plan - Growth3 /100

More vulnerable during market declines.

DSP World Energy Fund - Regular Plan - Growth3 /100

Outstanding protection during market downturns.

DSP US Specific Equity Omni FOF - Regular Plan - Growth3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

DSP World Energy Fund - Regular Plan - Growth0.0%

DSP US Specific Equity Omni FOF - Regular Plan - Growth0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

DSP World Energy Fund - Regular Plan - Growthslow

DSP US Specific Equity Omni FOF - Regular Plan - Growthslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

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Annual Performance History

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MONTHLY INVESTMENT

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₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

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Note: SIP value calculations are based on historical NAV data of funds.

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

DSP World Energy Fund - Regular Plan - Growth had a 5-year average annual growth rate of 13.11%, while DSP US Specific Equity Omni FOF - Regular Plan - Growth's was 18.4%. DSP US Specific Equity Omni FOF - Regular Plan - Growth is better for long-term growth.