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DSP Global Clean Energy Overseas Equity Omni FoF Direct Plan - Growth

DSP · Scheme 119275

30.56 2.16%NAV · 2026-08-05
41
Weak FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
17.6%
Risk level
Very High
Min SIP
Benchmark
Underlying index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month-3.24%
3 Months-4.54%
6 Months+12.88%
1 Year+44.96%
3 Years (CAGR)+17.60%
5 Years (CAGR)+12.96%
10 Years (CAGR)+9.71%
Since Launch+7.43%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns58
Consistency35
Risk-adjusted10
Downside protection12
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +17.6%
  • 1Y return: +45.0%
  • Return stability: rolling-return std 7.0%
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR vs category: -5.7% vs category avg
  • 10Y CAGR vs category: -2.7% vs category avg
  • Positive 3Y windows: 74% of rolling 3Y windows positive
  • Beat category: beat category in 15% of windows

Risk metrics

Sharpe ratio
0.16
Sortino ratio
0.23
Volatility
21.41%
Max drawdown
-49.73%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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