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Fund of Funds (Overseas)📊 Respective Overseas Benchmark(SEBI default)

DSP US Specific Equity Omni FoF · Regular · Growth

DSP Mutual Fund

#12 of 52 (1Y)

NAV

₹94.3606

as of 16 Jun 2026

Expense Ratio

2.37%

AUM

₹1,084 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+54.71%
3Y
+27.80%
5Y
+18.72%
Since Inception
+17.47%

SIP returns (XIRR)

1Y
+54.88%
3Y
+34.88%
5Y
+26.07%
Since Inception
+18.16%

Returns calculated from 17 July 2012 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 —.

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹16,700

Invested

₹64,315

Value today

17.8%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹913

Value today

17.2%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹8,35,000

Withdrawn

₹59,13,637

Corpus left

+₹57,48,637 net gain — withdrew ₹8,35,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹51,53,602

Value today

-5.9%

vs lumpsum

Direct lumpsum would have beaten STP by 5.9% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹4,40,694

Value today

4.4×

Multiple

Staying invested through that crash turned ₹1L into ₹4,40,694 — a 4.4× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

1.54

Sharpe Ratio

Alpha

Beta

1.41

Sortino

21.14%

Std Dev

-23.26%

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:Respective Overseas Benchmark

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)
BenchmarkRespective Overseas Benchmark
Launch Date17 Jul 2012
AMFI Code117691
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100

Available transactions

RedeemSWPSwitchSTPDemat

Investment Objective

DSP US Specific 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 US Specific 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 13 years. It manages assets worth ₹1,084 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Respective Overseas Benchmark. The current expense ratio is 2.37%.

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