DSP World Energy Fund vs Edelweiss US Value Equity Offshore Fund compare

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tortoise-icon DSP World Energy Fund - Regular Plan - Growth

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tortoise-icon Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name DSP World Energy Fund - Regular Plan - Growth Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Fund DSP World Energy Fund - Regular Plan - Growth Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹135 Cr ₹104 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 14 Aug 2009 07 Aug 2013
Category International FoF International FoF
Fund Type Open Ended Open Ended
Benchmark MSCI World,MSCI World Energy 10/40 Net TRI BSE India Bond Index
Turn Over 20% 18%
Expense Ratio 2.1 1.57
Manager Jay Kothari Bhavesh Jain
ISIN Code INF740K01284 INF843K01ED9
Exits Load Nil/365 Exit load of 1%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name DSP World Energy Fund - Regular Plan - Growth Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
1 Month 1.34% 2.19%
6 Month 4.93% 9.81%
1 Year 5.39% 20.34%
3 Year 3.64% 9.55%
5 Year 8.27% 14.07%

SIP Return Analysis

Scheme Name DSP World Energy Fund - Regular Plan - Growth Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
6 Month - -
1 Year 5.02% 7.95%
3 Year 9.29% 16.73%
5 Year 22.22% 35.81%

Rolling Lumpsum Returns

Scheme Name DSP World Energy Fund - Regular Plan - Growth Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
1 Year 9.37% 12.84%
3 Year 17.1% 28.39%
5 Year 19.8% 36.25%

Risk Management

Scheme Name DSP World Energy Fund - Regular Plan - Growth Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Standard Deviation 21.65% 13.21%
Sharp 0.09% 0.3%
Beta - -
Alpha - -

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Fund Managers

Scheme Name DSP World Energy Fund - Regular Plan - Growth Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
Name Jay Kothari Bhavesh Jain
Total AUM ₹0 Cr ₹0 Cr
Fund Manage 20 22
DSP World Energy Fund - Regular Plan - Growth Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

DSP World Energy Fund - Regular Plan - Growth

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

Others 100 100

Sector Allocation

Scheme Name

DSP World Energy Fund - Regular Plan - Growth

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

Financial 98.52 95.85
Others 1.48 4.15

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