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

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tortoise-icon Edelweiss US Technology Equity Fund of 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 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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