Other Scheme - FoF OverseasDSP Mutual Fund

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

₹32.2312▲ 0.2846 (0.89%)

Scheme Type

Open Ended Schemes

NAV History

+68.78%

365 data points · Period:1Y

Returns

CAGR

—

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹16,878

+68.8%

3Y Ago

₹19,047

+90.5%

5Y Ago

₹21,784

+117.8%

Past performance ≠ future results

Fund Analytics

Score: 66.9 / 100

Performance

Total Returns

Simple return over period

+74.27%

CAGR

Compound annual growth rate

+74.27%

Growth of ₹10K

Hypothetical investment value

₹17,427

SIP XIRR

SIP internal rate of return

+72.88%

Risk

Volatility (Ann.)

Std deviation of returns

18.64%LOW

Max Drawdown

Worst peak-to-trough

-6.84%

Sharpe Ratio

Risk-adjusted return

3.66GOOD

Sortino Ratio

Downside risk-adjusted return

6.13GOOD

Benchmark

Beta

Market sensitivity

0.56DEF

Alpha

Excess return vs benchmark

+73.66%

Tracking Error

Deviation from benchmark

18.16%

Information Ratio

Alpha per unit tracking error

4.06

Treynor Ratio

Return per unit systematic risk

121.91

Capture

Upside Capture

Participation in market gains

112.30%

Downside Capture

Participation in market losses

20.26%

Rolling Returns

1Y Rolling CAGR

Avg 14.3% (-17.9% – 106.7%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-05-22

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+74.3%-3.6%

+73.7%

3Y+19.9%+9.9%

+12.1%

5Y+14.5%+10.4%

+5.8%

Beta

1Y:0.563Y:0.475Y: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

₹2,81,663

Total Value

₹5,81,663

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