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) | ₹103 Cr | ₹1045 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Aug 2009 | 03 Aug 2012 |
| Category | Domestic Equity FoF | Domestic Equity FoF |
| 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 | 4.49% | 4.67% |
| 6 Month | 46.06% | 44.92% |
| 1 Year | 30.7% | 37.25% |
| 3 Year | 15.79% | 23.14% |
| 5 Year | 16.14% | 19.59% |
SIP Return Analysis
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| 6 Month | 13.67% | 10.36% |
| 1 Year | 53.45% | 40.26% |
| 3 Year | 17.1% | 24.59% |
| 5 Year | 12.09% | 18.84% |
Rolling Lumpsum Returns
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| 1 Year | 2.16% | 14.67% |
| 3 Year | 3.74% | 13.27% |
| 5 Year | 3.7% | 14.4% |
Risk Management
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | DSP US Specific Equity Omni FOF - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 18.69% | 14.66% |
| Sharp | 0.53% | 1.06% |
| Beta | - | 0.97% |
| Alpha | - | -0.93% |
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 |
Top Comparisons
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH
3Y Returns6.03%
360 ONE Focused Fund Regular-Growth
3Y Returns15.78%
Axis Focused Fund - Regular Plan - Growth Option
3Y Returns11.06%
Bandhan Financial Services Fund - Regular (G)
3Y Returns0%
Mirae Asset Banking and Financial Services Fund Regular Growth
3Y Returns17.29%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.6%
Aditya Birla Sun Life Money Manager Fund - Growth
3Y Returns7.6%