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

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tortoise-icon DSP US Flexible Equity Fund - Regular Plan - Growth

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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 DSP US Flexible Equity Fund - Regular Plan - Growth
Fund DSP World Energy Fund - Regular Plan - Growth DSP US Flexible Equity Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹96 Cr ₹989 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 Flexible Equity Fund - Regular Plan - Growth
1 Month 4.6% 3.81%
6 Month 25.64% 27.79%
1 Year 13.21% 28.29%
3 Year 12.2% 22.17%
5 Year 12.62% 18.1%

SIP Return Analysis

Scheme Name DSP World Energy Fund - Regular Plan - Growth DSP US Flexible Equity Fund - Regular Plan - Growth
6 Month 14.84% 17.98%
1 Year 37.61% 43.72%
3 Year 12.66% 25%
5 Year 9.59% 18.75%

Rolling Lumpsum Returns

Scheme Name DSP World Energy Fund - Regular Plan - Growth DSP US Flexible Equity Fund - Regular Plan - Growth
1 Year 2.07% 14.56%
3 Year 3.69% 13.21%
5 Year 3.61% 14.3%

Risk Management

Scheme Name DSP World Energy Fund - Regular Plan - Growth DSP US Flexible Equity Fund - Regular Plan - Growth
Standard Deviation 19.56% 15.73%
Sharp 0.29% 0.78%
Beta - 0.94%
Alpha - -2.70%

Fund Managers

Scheme Name DSP World Energy Fund - Regular Plan - Growth DSP US Flexible Equity Fund - 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 Flexible Equity Fund - Regular Plan - Growth

Market Cap

Scheme Name

DSP World Energy Fund - Regular Plan - Growth

DSP US Flexible Equity Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

DSP World Energy Fund - Regular Plan - Growth

DSP US Flexible Equity Fund - Regular Plan - Growth

Others 100 100

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