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

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tortoise-icon Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

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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 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) ₹88 Cr ₹166 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 9.63% 3.59%
6 Month 16.26% 0.02%
1 Year 12.54% 10.56%
3 Year 9.47% 11.94%
5 Year 11.61% 14.72%

SIP Return Analysis

Scheme Name DSP World Energy Fund - Regular Plan - Growth Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
6 Month 17.74% 5.28%
1 Year 31.1% 9.28%
3 Year 11.1% 12.77%
5 Year 8.91% 12%

Rolling Lumpsum Returns

Scheme Name DSP World Energy Fund - Regular Plan - Growth Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
1 Year 2.01% 8.85%
3 Year 3.59% 9.63%
5 Year 3.5% 11.24%

Risk Management

Scheme Name DSP World Energy Fund - Regular Plan - Growth Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Standard Deviation 20.29% 14.32%
Sharp 0.28% 0.49%
Beta - 0.77%
Alpha - -4.88%

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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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