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DSP World Energy Fund - Regular Plan - Growth

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Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

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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	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
Fund	DSP World Energy Fund - Regular Plan - Growth	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹103 Cr	₹160 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	14 Aug 2009	07 Feb 2014
Category	International	International
Fund Type	Open Ended	Open Ended
Benchmark	MSCI World,MSCI World Energy 10/40 Net TRI	MSCI Europe
Turn Over	20%	370%
Expense Ratio	2.11	2.33
Manager	Jay Kothari	Bhavesh Jain
ISIN Code	INF740K01284	INF843K01GJ1
Exits Load	Data not available./365	Edelweiss Europe Dynamic Equity Offshore Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	DSP World Energy Fund - Regular Plan - Growth	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
1 Month	4.49%	0.38%
6 Month	46.06%	16.98%
1 Year	30.7%	34.58%
3 Year	15.79%	23.7%
5 Year	16.14%	18.72%

SIP Return Analysis

Scheme Name	DSP World Energy Fund - Regular Plan - Growth	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
6 Month	13.01%	5.73%
1 Year	50.35%	37.1%
3 Year	15.95%	23.64%
5 Year	11.48%	18.08%

Rolling Lumpsum Returns

Scheme Name	DSP World Energy Fund - Regular Plan - Growth	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
1 Year	2.16%	8.86%
3 Year	3.74%	6.83%
5 Year	3.7%	7.41%

Risk Management

Scheme Name	DSP World Energy Fund - Regular Plan - Growth	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
Standard Deviation	18.69%	13.14%
Sharp	0.53%	1.20%
Beta	-	-
Alpha	-	-

Fund Managers

Scheme Name	DSP World Energy Fund - Regular Plan - Growth	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
Name	Jay Kothari	Bhavesh Jain
Total AUM	₹0 Cr	₹0 Cr
Funds Managed	20	22
	DSP World Energy Fund - Regular Plan - Growth	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan

Market Cap

Scheme Name	DSP World Energy Fund - Regular Plan - Growth	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
Others	100	100

Sector Allocation

Scheme Name	DSP World Energy Fund - Regular Plan - Growth	Edelweiss Europe Dynamic Equity Offshore Fund - Growth Option - Regular Plan
Others	100	100

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