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DSP World Gold Mining Overseas Equity Omni FoF - Direct Plan - Growth

DSP · Scheme 119277

55.40 3.80%NAV · 2026-08-05
44
Weak FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
46.9%
Risk level
Very High
Min SIP
Benchmark
Underlying index

NAV Growth

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Historical returns

PeriodReturn
1 Month-0.90%
3 Months-9.47%
6 Months-13.88%
1 Year+63.05%
3 Years (CAGR)+46.88%
5 Years (CAGR)+23.03%
10 Years (CAGR)+12.39%
Since Launch+8.53%

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 →

Returns89
Consistency24
Risk-adjusted2
Downside protection0
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +46.9%
  • 3Y CAGR vs category: +23.6% vs category avg
  • Direct plan: no distributor commission

What to watch

  • Beat category: beat category in 35% of windows
  • Return stability: rolling-return std 15.4%
  • Sharpe ratio: 0.23
  • Sortino ratio: 0.35

Risk metrics

Sharpe ratio
0.23
Sortino ratio
0.35
Volatility
32.86%
Max drawdown
-57.16%
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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