Other Scheme - FoF OverseasDSP Mutual Fund

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

₹30.7213▼ 0.3581 (1.15%)

Scheme Type

Open Ended Schemes

NAV History

+65.68%

365 data points · Period:1Y

Returns

CAGR

-1.15%

-5.39%

-3.74%

+51.23%

+18.27%

+13.01%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹16,568

+65.7%

3Y Ago

₹16,257

+62.6%

5Y Ago

₹19,798

+98.0%

Past performance ≠ future results

Fund Analytics

Score: 62.8 / 100

Performance

Total Returns

Simple return over period

+49.59%

CAGR

Compound annual growth rate

+49.59%

Growth of ₹10K

Hypothetical investment value

₹14,959

SIP XIRR

SIP internal rate of return

+39.83%

Risk

Volatility (Ann.)

Std deviation of returns

19.34%LOW

Max Drawdown

Worst peak-to-trough

-7.63%

Sharpe Ratio

Risk-adjusted return

2.25GOOD

Sortino Ratio

Downside risk-adjusted return

3.60GOOD

Benchmark

Beta

Market sensitivity

0.50DEF

Alpha

Excess return vs benchmark

+49.27%

Tracking Error

Deviation from benchmark

19.34%

Information Ratio

Alpha per unit tracking error

2.55

Treynor Ratio

Return per unit systematic risk

87.13

Capture

Upside Capture

Participation in market gains

95.73%

Downside Capture

Participation in market losses

26.55%

Rolling Returns

1Y Rolling CAGR

Avg 15.0% (-17.9% – 120.6%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+49.6%-5.3%

+49.3%

3Y+17.9%+8.3%

+10.9%

5Y+12.7%+9.8%

+4.4%

Beta

1Y:0.503Y:0.455Y:0.61

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

₹1,88,289

Total Value

₹4,88,289

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