Should I invest in DSP Global Clean Energy Overseas Equity Omni FoF?

We don't give personal investment advice. DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 35.5%. 5-year CAGR: 8.43%.

DSP

DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW

Latest NAV

₹21.3384

As of

17 Jul 2026

3,176 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.87%	-0.85%	-0.01	22 / 40	Q3
1W	-0.79%	-0.60%	-0.18	24 / 40	Q3
2W	-3.15%	-0.65%	-2.51	32 / 40	Q4
1M	-4.79%	-0.87%	-3.92	34 / 40	Q4
3M	+2.26%	+4.22%	-1.95	32 / 40	Q4
6M	+10.39%	+7.73%	+2.67	17 / 39	Q2
YTD	+15.98%	+11.22%	+4.76	12 / 39	Q2
1Y	+42.75%	+26.45%	+16.30	6 / 39	Q1
2Y	+19.74%	+18.43%	+1.31	18 / 38	Q2
3Y	+10.40%	+17.94%	-7.54	28 / 34	Q4
4Y	+14.38%	+18.21%	-3.83	23 / 32	Q3
5Y	+8.43%	+10.51%	-2.08	19 / 27	Q3
7Y	+9.04%	+12.30%	-3.26	14 / 17	Q4
10Y	+6.69%	+11.33%	-4.64	14 / 15	Q4
Inception	+4.64%	+10.45%	-5.81	33 / 39	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+15.98%	+12.15%	+3.83	12 / 34
2025	+33.16%	+30.95%	+2.21	9 / 34
2024	-9.54%	+11.95%	-21.49	32 / 33
2023	+7.26%	+19.92%	-12.66	21 / 32
2022	-12.82%	-14.30%	+1.48	12 / 28
2021	+30.25%	+10.75%	+19.49	2 / 20
2020	+0.49%	+18.07%	-17.58	17 / 19
2019	+18.81%	+25.51%	-6.70	17 / 19
2018	-10.99%	-5.22%	-5.77	15 / 19
2017	-1.68%	+13.12%	-14.80	18 / 19
2016	+22.80%	+18.81%	+4.00	5 / 17

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+5.46%

153 windows

min -35.0% · max 80.8%

52% positive

3-Year rolling

+2.07%

129 windows

min -11.9% · max 19.2%

64% positive

5-Year rolling

+2.76%

105 windows

min -8.2% · max 10.7%

73% positive

7-Year rolling

+2.49%

80 windows

min -5.9% · max 9.6%

80% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

19.24%

3-year · annualised

Sharpe ratio

0.29

vs risk-free 6.5%

Sortino ratio

0.51

Downside-only deviation

Max drawdown

-30.22%

Jul 2023 → Apr 2025

% positive months

58.3%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Overseas

Scheme	Fund house	NAV	As of
ICICI Prudential Global Stable Equity Fund (FOF) - Direct - IDCW	ICICI Prudential	₹36.3700	17 Jul 2026
Invesco India - Invesco Global Consumer Trends Fund of Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹13.0237	17 Jul 2026
Bandhan US Treasury Bond 0-1 year specific Debt Passive FOF - DIRECT PLAN - IDCW	Bandhan	₹13.4869	17 Jul 2026
Aditya Birla Sun Life US Equity Passive FOF-Direct IDCW	Aditya Birla Sun Life	₹22.5819	17 Jul 2026
Kotak Global Emerging Market Overseas Equity Omni FOF - Payout of Income Distribution cum capital withdrawal option - Direct	Kotak	₹41.5050	17 Jul 2026
DSP World Mining Overseas Equity Omni FoF - Direct Plan - IDCW	DSP	₹28.4663	17 Jul 2026
HSBC Brazil Fund - IDCW Direct Plan	HSBC	₹11.3337	17 Jul 2026
Axis Global Equity Alpha Fund of Fund - Direct Plan - IDCW	Axis	₹25.8323	17 Jul 2026
Sundaram Global Brand Theme-Equity Active FOF - Direct IDCW	Sundaram	₹40.0504	16 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹21.3384
16 Jul 2026	₹21.5246
15 Jul 2026	₹21.9841
14 Jul 2026	₹21.8231
13 Jul 2026	₹21.5314
10 Jul 2026	₹21.5073
9 Jul 2026	₹21.6720
8 Jul 2026	₹21.4313
7 Jul 2026	₹21.6812
6 Jul 2026	₹22.1685

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW is ₹21.3384. It's a Fund of Funds - Overseas from DSP, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW has NAV history starting from 04 Jan 2013, a track record of about 13 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW is managed by DSP. It's classified by AMFI under the 'Fund of Funds - Overseas' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW has delivered a absolute return of 42.75% — +16.3 pp ahead of the Fund of Funds - Overseas category average of 26.45%. The fund ranks #6 of 39 in its category — the top (Q1) quartile.

Over the trailing 3-year window, DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW has delivered a CAGR of 10.40% — -7.54 pp behind the Fund of Funds - Overseas category average of 17.94%. The fund ranks #28 of 34 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW has delivered a CAGR of 8.43% — -2.08 pp behind the Fund of Funds - Overseas category average of 10.51%. The fund ranks #19 of 27 in its category — the third (Q3) quartile.

₹1 lakh invested in DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW exactly 10 years ago would be worth approximately ₹191,061 today — a multiplier of 1.91×, based on the 10-year CAGR of 6.69%. The category average over the same window would have grown ₹1 lakh to ₹292,377.

A ₹10,000 monthly SIP in DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹856,629 today. That's an XIRR (money-weighted annualised return) of 14.21%.

A ₹10,000 monthly SIP for 10 years in DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW = ₹1,200,000 invested. It would currently be worth ₹1,946,747 (multiplier 1.62×). XIRR: 9.35%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW ranks #19 out of 27 funds in the Fund of Funds - Overseas category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 10.51%; this fund delivered 8.43%.

The worst peak-to-trough decline DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW has experienced over the last 5-year window is 35.51% — its NAV fell from a high on 08 Nov 2021 to a low on 09 Apr 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW averaged 2.76% (best 10.69%, worst -8.22%). 73% of rolling windows ended positive. The 5-year Sharpe ratio is 0.14 — weak risk-adjusted performance.

In calendar year 2025, DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW returned 33.16% — beating the Fund of Funds - Overseas category average of 30.95% by 2.21 pp. It ranked #9 of 34 in its category that year.

DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. DSP Global Clean Energy Overseas Equity Omni FoF - Direct Plan - IDCW is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 35.5%. 5-year CAGR: 8.43%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.