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Fund of Funds (Overseas)📊 MSCI AC World Index TRI

DSP Global Innovation Overseas Equity Omni FoF · Regular · Growth

DSP Mutual Fund

#30 of 51 (1Y)

NAV

₹21.1521

as of 30 Jul 2026

Expense Ratio

2.05%

AUM

₹1,326 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+24.85%
3Y
+23.48%
5Y
Since Inception
+18.06%

SIP returns (XIRR)

1Y
+23.79%
3Y
+25.51%
5Y
Since Inception
+24.96%

Returns calculated from 24 January 2022 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

What history actually did — last 3 years (Aug 2023 – Jul 2026)

A ₹5,000 monthly SIP for the last 3 years (Aug 2023 – Jul 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹2,48,074 today ₹1,75,000 invested, 25.2% XIRR.

₹1,75,000

Invested

₹2,48,074

Value today

25.2%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 3 years (Aug 2023 – Jul 2026)

Real NAV backtest

₹1,00,000 invested 3 years ago would be ₹1,92,077 today (24.4% CAGR).

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 3 years (Aug 2023 – Jul 2026) (3 Jun 2024) would be ₹1,57,917 today (1.58×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

0.98

Sharpe Ratio

Alpha

Beta

0.96

Sortino

19.53%

Std Dev

-21.72%

Max Drawdown

Portfolio Strategy

This is a Fund of Funds (FoF) that invests in units of other mutual funds rather than directly in equities or debt securities.

Tracks:MSCI AC World Index TRI

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Fund Details

Fund HouseDSP Mutual Fund
CategoryFund of Funds (Overseas)
BenchmarkMSCI AC World Index TRI
Launch Date21 Jan 2022
AMFI Code149817
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100
Exit LoadNIL

Available transactions

RedeemSWPSwitchSTPDemat

Investment Objective

DSP Global Innovation Overseas Equity Omni FoF · Regular · Growth by DSP Mutual Fund is a Fund of Funds (Overseas) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Overseas) category.

About This Fund

DSP Global Innovation Overseas Equity Omni FoF · Regular · Growth is a Fund of Funds (Overseas) mutual fund offered by DSP Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹1,326 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against MSCI AC World Index TRI. The current expense ratio is 2.05%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations
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