Home› Funds› DSP Global Clean Energy Overseas Equity Omni FoF -

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

DSP · Sectoral
Very High
₹29.84
Current NAV
25 Jun 2026
40.7%
1Y Return
27.7%
3Y CAGR
24.7%
5Y CAGR
Add to Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.57).
  • Very large asset base (AUM: ₹21,120 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.97%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: Very High Risk
Low Moderate High Very High
Risk Metrics
1.57
Sharpe Ratio
1.17
Beta
0.57
Alpha
1.99
Sortino
Fund Details
Fund House DSP
Category Sectoral
AUM ₹21120 Cr
Expense Ratio 1.97%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Sectoral
SBI Banking & Financial Services Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
SBI
₹39.84 44.9%
NIPPON INDIA EQUITY SAVINGS FUND - Direct Plan - IDCW Option
Nippon India
₹15.73 44.9%
Axis Fixed Maturity Plan - Series 129 (108 Days) - Regular Plan - IDCW
Axis
₹10.20 44.9%
ICICI Prudential Capital Protection Oriented Fund III - PLAN G - 60 Months - Direct Plan - Cumulative
ICICI Prudential
₹17.08 44.9%