ReviewDirect · GrowthPrefer peers first
DSP World Gold Mining Overseas Equity Omni FoF
- NAV
- 58.1199
- 29 Oct 2026
- 1Y
- +29.0%
- Trailing CAGR
- AUM
- ₹1,440.72 Cr
- 31 Aug 2026
- Volatility
- High
- 32.9% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Maximum drawdown exceeded 35%.
Prefer peers if · Prefer Bandhan US specific Equity Active FOF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
13.8 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Watch
1.75% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -57.2%. Ask whether you can hold through a similar fall.
Vs category
Watch
51% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 100.0% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
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+29.0%
- 3Y+50.3%
- 5Y+26.0%
- 10Y+15.5%
- SI+8.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.7%
- 3Y+51.4%
- 5Y+39.1%
- 10Y+23.1%
- Since inception
- +8.8%
- Calendar-day CAGR
- Excess 1Y
- +17.1%
- Category median, same plan and option
- 3Y win rate
- +51%
- Windows beating the median
- 3Y percentile
- 100
- Vs comparable share classes
- SIP 3Y XIRR
- +51.4%
- Simulated monthly SIP
- Worst rolling 3Y
- -23.1%
- 2533 daily-ending windows
- Median rolling 3Y
- +6.9%
- Calendar-day CAGR
- Positive rolling 5Y
- +89%
- 2060 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -57.2%
- Worst peak-to-trough
- Current
- -23.4%
- Below last peak
- Current spell
- 241 days
- Days below latest peak
- Time below peak
- +98%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 92 days
- 30 recovered episodes
- Longest recovery
- 1735 days
- Trough to prior peak
3 Jan 2013 – 23 Apr 2020
Trough 24 Jul 2015 · recovered in 1735 days
-57.2%
5 Aug 2020 – 18 Oct 2024
Trough 27 Sept 2022 · recovered in 752 days
-48.3%
2 Mar 2026 – open
Trough 17 Jul 2026 · not recovered
-32.6%
21 Oct 2024 – 5 Feb 2025
Trough 30 Dec 2024 · recovered in 37 days
-19.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
100
Consistency
50
Risk-adjusted
38
Drawdown
0
Mean
58
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- Three-year return is above the category median.
Portfolio
31 Aug 2026 · 4 holdings · top 10 are 100.0%.
- Top 5
- 100.0%
- Top 10
- 100.0%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Commodities
96.0%
Cash
4.0%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Bandhan US specific Equity Active FOF
Bandhan Mutual Fund
- 1Y
- +4.6%
- 3Y
- +27.3%
- Vol
- 21.0%
- Max DD
- -27.1%
- Sharpe
- 0.56
- 3Y win
- +99%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
DSP Global Innovation Overseas Equity Omni FoF
DSP Mutual Fund
- 1Y
- +15.0%
- 3Y
- +30.3%
- Vol
- 20.6%
- Max DD
- -27.6%
- Sharpe
- 0.75
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Edelweiss Europe Dynamic Equity Offshore Fund
Edelweiss Mutual Fund
- 1Y
- +17.1%
- 3Y
- +26.5%
- Vol
- 16.8%
- Max DD
- -35.7%
- Sharpe
- 0.50
- 3Y win
- +52%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Edelweiss US Value Equity Offshore Fund
Edelweiss Mutual Fund
- 1Y
- +30.3%
- 3Y
- +23.9%
- Vol
- 16.7%
- Max DD
- -34.8%
- Sharpe
- 0.54
- 3Y win
- +57%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Franklin U. S. Opportunities Equity Active Fund of Funds
Franklin Templeton Mutual Fund
- 1Y
- +8.6%
- 3Y
- +24.9%
- Vol
- 21.0%
- Max DD
- -38.4%
- Sharpe
- 0.61
- 3Y win
- +84%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns