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) | ₹109 Cr | ₹3866 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Aug 2009 | 05 Mar 2020 |
| Category | Gold | Gold |
| 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 | -1.09% | -3.83% |
| 6 Month | 28.07% | 22.17% |
| 1 Year | 28.69% | 20.5% |
| 3 Year | 10.76% | 34.34% |
| 5 Year | 10.83% | 14.48% |
SIP Return Analysis
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| 6 Month | 9.75% | 5.87% |
| 1 Year | 48.25% | 32.24% |
| 3 Year | 16.62% | 31.07% |
| 5 Year | 11.96% | 21.8% |
Rolling Lumpsum Returns
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| 1 Year | 2.21% | 29.57% |
| 3 Year | 3.82% | 10.18% |
| 5 Year | 3.77% | 17.56% |
Risk Management
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Technology Equity Fund of Fund- Regular Plan- Growth |
|---|---|---|
| Standard Deviation | 18.69% | 24.79% |
| Sharp | 0.53% | 1.19% |
| 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 |
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