ReviewDirect · Growth
DSP Global Clean Energy Overseas Equity Omni FoF
- NAV
- 28.9232
- 15 Sept 2026
- 1Y
- +35.8%
- Trailing CAGR
- AUM
- ₹72.15 Cr
- 30 Jun 2026
- Volatility
- High
- 21.4% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+35.8%
- 3Y+19.0%
- 5Y+12.4%
- 10Y+9.0%
- SI+7.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+18.0%
- 3Y+25.9%
- 5Y+18.3%
- 10Y+12.6%
- Since inception
- +7.2%
- Calendar-day CAGR
- Excess 1Y
- +14.6%
- Category median, same plan and option
- 3Y win rate
- +12%
- Windows beating the median
- 3Y percentile
- 36
- Vs comparable share classes
- Worst rolling 3Y
- -13.8%
- 2520 daily-ending windows
- Median rolling 3Y
- +4.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +81%
- 2047 daily-ending windows
- SIP 3Y XIRR
- +25.9%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 24 days
- 73 recovered episodes
- Longest recovery
- 358 days
- Trough to prior peak
- Current spell
- 100 days
- Days below latest peak
- Time below peak
- +95%
- NAV observations
20 Jun 2014 – 12 Mar 2021
Trough 19 Mar 2020 · recovered in 358 days
-49.7%
8 Nov 2021 – 14 Jun 2023
Trough 5 Jul 2022 · recovered in 344 days
-26.5%
27 Sept 2024 – 2 Jul 2025
Trough 9 Apr 2025 · recovered in 84 days
-24.7%
18 Jul 2023 – 24 Sept 2024
Trough 23 Oct 2023 · recovered in 337 days
-20.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
36
Vs category
100
Consistency
23
Risk-adjusted
35
Drawdown
0
Mean
39
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
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Aditya Birla Sun Life Mutual Fund
- 1Y
- +19.6%
- 3Y
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- Vol
- 17.3%
- Max DD
- -39.1%
- Sharpe
- 0.32
- 3Y win
- +31%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Bandhan US specific Equity Active FOF
Bandhan Mutual Fund
- 1Y
- +8.5%
- 3Y
- +23.5%
- Vol
- 21.2%
- Max DD
- -27.1%
- Sharpe
- 0.60
- 3Y win
- +99%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
DSP Global Innovation Overseas Equity Omni FoF
DSP Mutual Fund
- 1Y
- +22.9%
- 3Y
- +26.9%
- Vol
- 20.7%
- Max DD
- -27.6%
- Sharpe
- 0.79
- 3Y win
- +100%
- Lower volatility
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- Higher win rate vs category
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Edelweiss Emerging Markets Opportunities Equity Offshore Fund
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- 1Y
- +45.9%
- 3Y
- +27.6%
- Vol
- 17.8%
- Max DD
- -38.8%
- Sharpe
- 0.50
- 3Y win
- +28%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Edelweiss Europe Dynamic Equity Offshore Fund
Edelweiss Mutual Fund
- 1Y
- +23.5%
- 3Y
- +24.7%
- Vol
- 16.9%
- Max DD
- -35.7%
- Sharpe
- 0.56
- 3Y win
- +51%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns