DSP Global Clean Energy Overseas Equity Omni FoF Direct Plan - Growth
DSP Mutual Fund Other FoF Overseas
Expense Ratio
1.65%
AUM
₹62.92 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
+112.19%
Excellent
6 Months
+59.10%
Excellent
1 Year
+43.45%
Excellent
3 Years
+14.59%
Average
5 Years
+12.39%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹62.92 Cr
Recent Trend
Growing
Stability Score
23.9
Growth Assessment
Significant Decline
Growth Performance
Historical returns
1Y
Annual Growth
-36.46%
3Y
3Y CAGR
-35.17%
5Y
5Y CAGR
+605.94%
Growth Assessment: Significant Decline
• Significant outflows require attention
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: High - Higher risk with significant price movements
Volatility
21.10%
Annualized standard deviation
Sharpe Ratio
0.571
Fair - Risk-adjusted return
Max Drawdown
-26.50%
High - Worst decline
Consistency
56.1%
Performance consistency
Volatility Breakdown
Daily Volatility
1.33%
Average daily price movement
Annualized Volatility
21.10%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance