- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹103 Cr | ₹182 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 14 Aug 2009 | 07 Aug 2013 |
| Category | Gold | Gold |
| 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 | 4.49% | 0.33% |
| 6 Month | 46.06% | 16.99% |
| 1 Year | 30.7% | 10.06% |
| 3 Year | 15.79% | 11.83% |
| 5 Year | 16.14% | 16.24% |
SIP Return Analysis
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 12.88% | 5.31% |
| 1 Year | 52.33% | 14.46% |
| 3 Year | 17.04% | 13.61% |
| 5 Year | 12.1% | 12.2% |
Rolling Lumpsum Returns
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 2.16% | 9.08% |
| 3 Year | 3.74% | 9.77% |
| 5 Year | 3.7% | 11.4% |
Risk Management
| Scheme Name | DSP World Energy Fund - Regular Plan - Growth | Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 18.69% | 12.43% |
| Sharp | 0.53% | 0.44% |
| Beta | - | 0.77% |
| Alpha | - | -7.59% |
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 |
Top Comparisons
Nippon India Gold Savings Fund-Growth plan- Growth Option
3Y Returns32.01%
LIC MF Gold ETF Fund of Fund -Regular Plan-Growth
3Y Returns32.03%
Tata Ethical Fund-Regular Plan - Growth Option
3Y Returns11.1%
QUANT COMMODITIES FUND REGULAR PLAN GROWTH
3Y Returns0%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns17.17%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns16.62%
Nippon India Focused Fund - Growth Plan -Growth Option
3Y Returns14.47%
Mirae Asset Focused Fund Regular Plan Growth
3Y Returns12.12%
