ReviewDirect · GrowthPrefer peers first
DSP World Mining Overseas Equity Omni FoF
- NAV
- 33.0284
- 29 Oct 2026
- 1Y
- +34.5%
- Trailing CAGR
- AUM
- ₹61.53 Cr
- 30 Jun 2026
- Volatility
- High
- 26.7% 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 DSP Global Innovation Overseas Equity Omni 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
1.66% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -62.2%. Ask whether you can hold through a similar fall.
Vs category
Pass
61% 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
n/a
Holdings weights not on file for this scheme yet.
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+34.5%
- 3Y+28.6%
- 5Y+17.7%
- 10Y+17.3%
- SI+8.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.0%
- 3Y+32.7%
- 5Y+23.1%
- 10Y+19.1%
- Since inception
- +8.4%
- Calendar-day CAGR
- Excess 1Y
- +22.0%
- Category median, same plan and option
- 3Y win rate
- +61%
- Windows beating the median
- 3Y percentile
- 73
- Vs comparable share classes
- SIP 3Y XIRR
- +32.7%
- Simulated monthly SIP
- Worst rolling 3Y
- -26.8%
- 2551 daily-ending windows
- Median rolling 3Y
- +11.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +85%
- 2078 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -62.2%
- Worst peak-to-trough
- Current
- -16.4%
- Below last peak
- Current spell
- 62 days
- Days below latest peak
- Time below peak
- +97%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 68 days
- 47 recovered episodes
- Longest recovery
- 1646 days
- Trough to prior peak
4 Jan 2013 – 23 Jul 2020
Trough 20 Jan 2016 · recovered in 1646 days
-62.2%
19 Apr 2022 – 22 Jul 2025
Trough 15 Jul 2022 · recovered in 1103 days
-34.2%
10 May 2021 – 10 Feb 2022
Trough 21 Sept 2021 · recovered in 142 days
-21.6%
2 Mar 2026 – 11 May 2026
Trough 20 Mar 2026 · recovered in 52 days
-19.0%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
73
Vs category
100
Consistency
55
Risk-adjusted
37
Drawdown
0
Mean
53
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
- The fund beat the category median in 61% of rolling 3-year windows.
- Three-year return is above the category median.
No holdings or recent changes on file for this scheme yet.
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
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
- Higher trailing returns
ICICI Prudential Strategic Metal and Energy Equity Fund of Fund
ICICI Prudential Mutual Fund
- 1Y
- +63.4%
- 3Y
- +37.1%
- Vol
- 25.3%
- Max DD
- -24.3%
- Sharpe
- 1.01
- 3Y win
- +79%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Kotak US Specific Equity Passive FOF
Kotak Mahindra Mutual Fund
- 1Y
- +21.6%
- 3Y
- +33.0%
- Vol
- 21.3%
- Max DD
- -29.1%
- Sharpe
- 0.77
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
SBI US Specific Equity Active FoF
SBI Mutual Fund
- 1Y
- +15.8%
- 3Y
- +29.2%
- Vol
- 19.5%
- Max DD
- -21.8%
- Sharpe
- 0.70
- 3Y win
- +99%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Navi NASDAQ100 US Specific Equity Passive FOF
Navi Mutual Fund
- 1Y
- +21.6%
- 3Y
- +33.5%
- Vol
- 23.3%
- Max DD
- -25.1%
- Sharpe
- 0.77
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns