DSP World Energy Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 0.17 | 4.72 | 5.41 | 2.99 |
Average Rolling Returns(%) | 3.67 | 2.94 | 2.38 | 2.30 |
The Current NAV of DSP World Energy Fund - Regular Plan - Growth is ₹17.78.
It is better to invest in a fund with a longer track record as DSP World Energy Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark MSCI World Energy 30% Buffer 10/40 Net Total Retur returns, as Funds portfolio is significantly different.
DSP World Energy Fund - Regular Plan - Growth fund’s expense ratio is 2.15%
The process for redemption is
The AUM of DSP World Energy Fund - Regular Plan - Growth is currently ₹136 Crores.
The Top three stocks are , and and account for 0% of its portfolio. Top 5 and 10 stocks of fund account for 0% and 0% of fund’s portfolio respectively.
Top three sectors of DSP World Energy Fund - Regular Plan - Growth fund are Others, Miscellaneous and accounting for 100% of the total portfolio.
Since this is a FoFs (Overseas) it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of DSP World Energy Fund - Regular Plan - Growth Fund is FoFs (Overseas).
Jay Kothari manages the DSP World Energy Fund - Regular Plan - Growth Fund.
DSP World Energy Fund - Regular Plan - Growth current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of DSP World Energy Fund - Regular Plan - Growth is Stocks : 0%, Debt : 1.34% and Gold : 98.66%
The minimum SIP amount for DSP World Energy Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for DSP World Energy Fund - Regular Plan - Growth is Nil