Other Scheme - FoF OverseasDSP Mutual Fund

DSP Global Clean Energy Overseas Equity Omni FoF - Regular Plan - IDCW

₹20.1728▼ 0.2355 (1.15%)

Scheme Type

Open Ended Schemes

NAV History

+56.51%

365 data points · Period:1Y

Returns

CAGR

-1.15%

-5.43%

-3.75%

+50.34%

+13.66%

+7.78%

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹15,651

+56.5%

3Y Ago

₹12,852

+28.5%

5Y Ago

₹15,404

+54.0%

Past performance ≠ future results

Fund Analytics

Score: 62.7 / 100

Performance

Total Returns

Simple return over period

+48.71%

CAGR

Compound annual growth rate

+48.71%

Growth of ₹10K

Hypothetical investment value

₹14,871

SIP XIRR

SIP internal rate of return

+39.01%

Risk

Volatility (Ann.)

Std deviation of returns

19.33%LOW

Max Drawdown

Worst peak-to-trough

-7.68%

Sharpe Ratio

Risk-adjusted return

2.21GOOD

Sortino Ratio

Downside risk-adjusted return

3.53GOOD

Benchmark

Beta

Market sensitivity

0.50DEF

Alpha

Excess return vs benchmark

+48.38%

Tracking Error

Deviation from benchmark

19.33%

Information Ratio

Alpha per unit tracking error

2.50

Treynor Ratio

Return per unit systematic risk

85.50

Capture

Upside Capture

Participation in market gains

95.20%

Downside Capture

Participation in market losses

26.96%

Rolling Returns

1Y Rolling CAGR

Avg 9.5% (-22.2% – 119.1%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-07-08

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+48.7%-5.3%

+48.4%

3Y+13.3%+8.3%

+6.3%

5Y+7.5%+9.8%

-0.8%

Beta

1Y:0.503Y:0.455Y:0.62

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹79,949

Total Value

₹3,79,949

*Based on historical CAGR. Projections are illustrative, not guaranteed