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

DSP · Sectoral
Very High
₹20.75
Current NAV
25 Jun 2026
43.6%
1Y Return
30.6%
3Y CAGR
27.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.86).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.86).
  • Very large asset base (AUM: ₹15,410 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.86%) 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
1.86
Sharpe Ratio
1.46
Beta
4.86
Alpha
2.34
Sortino
Fund Details
Fund House DSP
Category Sectoral
AUM ₹15410 Cr
Expense Ratio 1.86%
Min SIP ₹500
Min Lumpsum ₹1000
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