DSP World Energy Fund - Regular Plan - Growth
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
Chart Comparison
Overview
Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
---|---|---|
Fund | DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹98 Cr | ₹3246 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 14 Aug 2009 | 05 Mar 2020 |
Category | International | International |
Fund Type | Open Ended | Open Ended |
Benchmark | MSCI World,MSCI World Energy 10/40 Net TRI | Russel 1000 Equal Weighted Technology |
Turn Over | 20% | 18% |
Expense Ratio | 2.11 | 2.35 |
Manager | Jay Kothari | Bhavesh Jain |
ISIN Code | INF740K01284 | INF754K01LC5 |
Exits Load | Data not available./365 | Edelweiss US Technology Equity FOF - 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 US Technology Equity Fund of Fund- Regular Plan- Growth |
---|---|---|
1 Month | 8.94% | 5.37% |
6 Month | 58.06% | 61.29% |
1 Year | 23.63% | 40.3% |
3 Year | 17.12% | 38.75% |
5 Year | 14.29% | 17.76% |
SIP Return Analysis
Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
---|---|---|
6 Month | 17.39% | 17.18% |
1 Year | 57.99% | 53.86% |
3 Year | 17.77% | 37.86% |
5 Year | 12.48% | 24.59% |
Rolling Lumpsum Returns
Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
---|---|---|
1 Year | 2.16% | 29.08% |
3 Year | 3.74% | 9.54% |
5 Year | 3.7% | 17.6% |
Risk Management
Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
---|---|---|
Standard Deviation | 18.79% | 24.74% |
Sharp | 0.54% | 1.13% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
---|---|---|
Name | Jay Kothari | Bhavesh Jain |
Total AUM | ₹0 Cr | ₹0 Cr |
Funds Managed | 20 | 22 |
DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
Market Cap
Scheme Name |
DSP World Energy Fund - Regular Plan - Growth |
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
DSP World Energy Fund - Regular Plan - Growth |
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
---|---|---|
Others | 100 | 100 |
Top Comparisons
ICICI Prudential Large Cap Fund - Growth
3Y Returns19.47%
DSP Large Cap Fund - Regular Plan - Growth
3Y Returns19.02%
ITI Ultra Short Duration Fund Regular - Growth
3Y Returns6.39%
Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.31%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns28.05%
Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth
3Y Returns38.75%
DSP Credit Risk Fund - Regular Plan -Growth
3Y Returns14.93%
Axis Credit Risk Fund - Regular Plan - Growth
3Y Returns7.99%