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

DSP · Scheme 119279

34.13 4.41%NAV · 2026-08-05
49
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
25.6%
Risk level
Very High
Min SIP
Benchmark
Underlying index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month+2.92%
3 Months-1.42%
6 Months+0.19%
1 Year+76.75%
3 Years (CAGR)+25.55%
5 Years (CAGR)+16.50%
10 Years (CAGR)+17.12%
Since Launch+8.86%

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 →

Returns93
Consistency39
Risk-adjusted5
Downside protection0
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +25.6%
  • 3Y CAGR vs category: +2.3% vs category avg
  • Direct plan: no distributor commission

What to watch

  • Beat category: beat category in 48% of windows
  • Sharpe ratio: 0.23
  • Sortino ratio: 0.34
  • Max drawdown: -62%

Risk metrics

Sharpe ratio
0.23
Sortino ratio
0.34
Volatility
26.67%
Max drawdown
-62.21%
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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