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DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth
Equity: International - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: InternationalBenchmark: MSCI ACWI IMI Clean Energy Infrastructure Index
NAV: ₹30.86+0.74%
16 Jul 2026
Rolling Returns Analysis
Rolling annualized returns of DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 28 Jan, 2014 - 16 Jul, 2026 | 21 Mar, 2016 - 16 Jul, 2026 | 07 May, 2018 - 16 Jul, 2026 | 30 Jun, 2020 - 22 Jan, 2026 |
| Average returns | 7.91% | 4.93% | 5.20% | 4.21% |
| Standard deviation | 21.55% | 7.09% | 5.70% | 2.58% |
| Best returns | 115.07% 1 year ending on 11 May, 2026 | 32.19% 3 years ending on 26 May, 2023 | 20.79% 5 years ending on 10 Jul, 2025 | 9.80% 7 years ending on 28 Jun, 2023 |
| Worst returns | -41.35% 1 year ending on 19 Mar, 2020 | -16.15% 3 years ending on 19 Mar, 2020 | -10.55% 5 years ending on 18 Mar, 2020 | -1.59% 7 years ending on 28 Oct, 2020 |
| Period with positive return | 58.85% | 76.62% | 76.21% | 97.65% |
| Period with return > 5% | 44.84% | 46.77% | 52.83% | 46.25% |
| Period with return > 10% | 34.67% | 18.32% | 13.53% | 0.00% |
| Period with return > 15% | 27.90% | 11.20% | 8.71% | 0.00% |
| Beat % Category | 35.93% | 12.89% | 13.63% | 0.61% |
| Beat % Benchmark | 27.46% | 8.36% | 6.79% | 0.00% |
Trailing Returns
Point-to-point returns of DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
0%
20%
40%
25.7%
19.1%
-7.2%
YTD
-1.9%
-0.8%
0.7%
1 M
21.6%
15.6%
-5.7%
6 M
53.8%
40.1%
-3.4%
1 Y
17.3%
23.8%
8.2%
3 Y
13.8%
13.0%
9.9%
5 Y
9.7%
12.9%
12.3%
10 Y
Fund
Equity: International
MSCI ACWI IMI Clean Energy Infrastructure Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 25.70% | -1.93% | 21.59% | 53.77% | 17.30% | 13.77% | 9.68% | 7.70% |
| Equity: International | 19.11% | -0.82% | 15.61% | 40.08% | 23.85% | 13.04% | 12.92% | - |
| MSCI ACWI IMI Clean Energy Infrastructure Index | -7.23% | 0.66% | -5.72% | -3.42% | 8.17% | 9.90% | 12.27% | - |
| Rank in category | 7 | 43 | 13 | 11 | 48 | 17 | 23 | - |
| Funds in category | 59 | 59 | 59 | 59 | 58 | 40 | 27 | - |
Period Returns
Calendar-year, quarterly and monthly return history of DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
Compare performance with respect toAdd benchmark
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Frequently Asked Questions
What are the 1-year returns of DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth?
DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth has delivered a 1-year return of 53.77% as of 16 Jul 2026. During the same period, its benchmark MSCI ACWI IMI Clean Energy Infrastructure Index returned -3.42%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth?
DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth has delivered a 3-year CAGR of 17.30% as of 16 Jul 2026. Its benchmark MSCI ACWI IMI Clean Energy Infrastructure Index returned 8.17% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth?
DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth has delivered a 5-year CAGR of 13.77% as of 16 Jul 2026. Its benchmark MSCI ACWI IMI Clean Energy Infrastructure Index returned 9.90% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth since inception?
Since its launch on 2 Jan 2013, DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth has delivered a CAGR of 7.70%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth performed vs its category over the long term?
Over the long term, DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth has ranked 48 out of 58 funds in the Equity: International category on a 3-year basis, and 17 out of 40 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth?
The Sharpe ratio of DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth is 0.68 (as of 16 Jul 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth?
The alpha of DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth?
The beta of DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth?
The average 1-year and 3-year rolling returns of DSP Global Clean Energy Overseas Equity Omni FoF Direct-Growth is 7.91% and 4.93% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.