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

(Erstwhile DSP Global Clean Energy Fund of Fund - Regular Plan - Growth)

Category: Fund of Funds-Overseas
Launch Date: 14-08-2009
Asset Class: Equity
Benchmark: MSCI ACWI IMI Clean Energy Infrastructure Index
Expense Ratio: 2.28% As on (31-05-2026)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 120.72 Cr As on (31-05-2026)
Turn over:
NAV (₹): 30.2384 ₹ -0.11 ( -0.3615%)
as on 18-06-2026
CAGR Since Inception - 6.79%
MSCI ACWI IMI Clean Energy Infrastructure Index - 13.91%

Fund Managers

Kaivalya Nadkarni


Investment Objective

The primary investment objective of the Scheme is to seek capital appreciation by investing in units of overseas Funds/ ETFs investing in companies involved in the alternative energy sector. The Scheme may also invest a certain portion of its corpus in cash & cash equivalents securities, in order to meet liquidity requirements from time to time. There is no assurance that the investment objective of the Scheme will be achieved.

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

Scheme Performance (%) Data as on - 19-06-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
DSP Global Clean Energy Overseas Equity Omni FoF - Regular Plan - Growth 63.15 17.77 13.36 9.63 6.79
MSCI ACWI TRI 38.28 23.7 15.25 14.93 13.91
Fund of Funds-Overseas 43.51 24.47 12.98 12.78 14.21

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

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of DSP Global Clean Energy Overseas Equity Omni FoF - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
DSP Global Clean Energy Overseas Equity Omni FoF - Regular Plan - Growth 21.65 - - - - -
Fund of Funds-Overseas - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
DSP Global Clean Energy Overseas Equity Omni FoF Reg Plan Gr 14-08-2009 63.15 29.35 17.77 13.36 9.63

Asset Allocation (%)

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

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)