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DSP World Energy Fund - Regular Plan - Growth
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹108 Cr | ₹188 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Aug 2009 | 07 Aug 2013 |
| Category | International | International |
| Fund Type | Open Ended | Open Ended |
| Benchmark | MSCI World,MSCI World Energy 10/40 Net TRI | BSE India Bond Index |
| Turn Over | 20% | 18% |
| Expense Ratio | 2.11 | 2.33 |
| Manager | Jay Kothari | Bhavesh Jain |
| ISIN Code | INF740K01284 | INF843K01ED9 |
| Exits Load | Data not available./365 | Edelweiss US Value 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 US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 8.71% | 6.38% |
| 6 Month | 26.96% | 13.96% |
| 1 Year | 41.16% | 17.32% |
| 3 Year | 13.07% | 13.28% |
| 5 Year | 11.73% | 14.02% |
SIP Return Analysis
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 10.68% | 7.78% |
| 1 Year | 53.96% | 24.07% |
| 3 Year | 19.52% | 16.28% |
| 5 Year | 13.66% | 13.61% |
Rolling Lumpsum Returns
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 2.3% | 9.13% |
| 3 Year | 3.87% | 9.91% |
| 5 Year | 3.8% | 11.48% |
Risk Management
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 21.65% | 12.48% |
| Sharp | 0.09% | 0.46% |
| Beta | - | 0.76% |
| Alpha | - | -6.50% |
Fund Managers
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Jay Kothari | Bhavesh Jain |
| Total AUM | ₹0 Cr | ₹0 Cr |
| Funds Managed | 20 | 22 |
| DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
DSP World Energy Fund - Regular Plan - Growth |
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
DSP World Energy Fund - Regular Plan - Growth |
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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