Other Scheme - FoF OverseasDSP Mutual Fund

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

₹29.1252▲ 1.1586 (4.14%)

Scheme Type

Open Ended Schemes

NAV History

+50.91%

365 data points · Period: 1Y

Returns

CAGR

+4.14%

+5.23%

+3.68%

+87.00%

+16.78%

+12.71%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹15,091

+50.9%

3Y Ago

₹17,488

+74.9%

5Y Ago

₹19,841

+98.4%

Past performance ≠ future results

Fund Analytics

Score: 66.4 / 100

Performance

Total Returns

Simple return over period

+65.64%

CAGR

Compound annual growth rate

+65.64%

Growth of ₹10K

Hypothetical investment value

₹16,564

SIP XIRR

SIP internal rate of return

+64.20%

Risk

Volatility (Ann.)

Std deviation of returns

22.97%LOW

Max Drawdown

Worst peak-to-trough

-12.07%

Sharpe Ratio

Risk-adjusted return

2.60GOOD

Sortino Ratio

Downside risk-adjusted return

3.92GOOD

Benchmark

Beta

Market sensitivity

0.66DEF

Alpha

Excess return vs benchmark

+63.53%

Tracking Error

Deviation from benchmark

21.91%

Information Ratio

Alpha per unit tracking error

2.90

Treynor Ratio

Return per unit systematic risk

89.83

Capture

Upside Capture

Participation in market gains

113.58%

Downside Capture

Participation in market losses

33.93%

Rolling Returns

1Y Rolling CAGR

Avg 14.0% (-17.9% – 74.5%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+65.6%+0.1%

+63.5%

3Y+16.6%+12.2%

+7.7%

5Y+12.9%+11.0%

+3.8%

Beta

1Y: 0.663Y: 0.475Y: 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

₹2,17,271

Total Value

₹5,17,271

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