Fund Insights
In the last 1 year, DSP World Mining Fund Direct Plan Growth has given 21.69% return, outperforming this fund by 20.06%
In the last 3 years, DSP World Mining Fund Direct Plan Growth has given 28.29% return, outperforming this fund by 19.86%
In the last 5 years, DSP World Mining Fund Direct Plan Growth has given 16.35% return, outperforming this fund by 8.39%
DSP Global Allocation Fund Direct Growth is an equity fund. This fund was started on 21 August, 2014. The fund is managed by Jay Kothari, Kedar Karnik, Laukik Bagwe. The fund could potentially beat inflation in the long-run.
1) DSP Global Allocation Fund Direct Growth has a NAV of ₹17.6134 as on 27-01-2023.
2) DSP Global Allocation Fund Direct Growth has ₹69 Cr worth of assets under management (AUM) as on 30-11-2022 and is less than category average.
3) The fund has an expense ratio 1.38 %.
Expense ratio | 1.38% |
Benchmark | |
AUM | ₹69 Cr |
Inception Date | 21 August, 2014 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 0% |
Lock In | No Lock-in |
TurnOver | 13.1% |
DSP Global Allocation Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 3.64% | 3.64% |
6 Month Returns | 6.33% | 6.33% |
1 Year Returns | 1.63% | 1.63% |
3 Years Returns | 27.47% | 8.43% |
5 Years Returns | 46.68% | 7.96% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
DSP Global Allocation Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
DSP Global Allocation Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
DSP Global Allocation Fund Direct Growth | -0.85 | 0.31 | 0.3 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
DSP Global Allocation Fund Direct Growth | 12.29 | 11.41 | 10.59 |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.