DSP World Mining Overseas Equity Omni Fund of Funds
Direct · Growth ₹36.17
17 Jun 2026
NAV
10.1%
3Y CAGR
11.7%
5Y CAGR
10.3%
10Y CAGR
10.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.73
Sharpe
-62.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.54 L | 16.1% | -54.2% | 198.2% |
| 3 Years | ₹36.00 L | ₹41.78 L | 12.8% | -36.7% | 54.8% |
| 5 Years | ₹60.00 L | ₹80.80 L | 13.9% | -5.8% | 32.7% |
| 7 Years | ₹84.00 L | ₹1.39 Cr | 14.7% | -5.4% | 28.4% |
| 10 Years | ₹1.20 Cr | ₹2.30 Cr | 13.9% | 8.6% | 23.4% |
| 12 Years | ₹1.44 Cr | ₹3.28 Cr | 13.9% | 7.6% | 20.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 16.1% | 14.5% | 15.9% | +1.6% |
| 3 Years | 12.8% | 11.2% | 16.1% | +1.6% |
| 5 Years | 13.9% | 10.4% | 12.7% | +3.5% |
| 7 Years | 14.7% | 10.6% | 10.3% | +4.1% |
| 10 Years | 13.9% | 11.5% | 10.1% | +2.4% |
| 12 Years | 13.9% | 11.4% | 11.6% | +2.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.0% | 8.9% | -45.1% | 131.9% | 0.22 | 0.46 | 69% | — | — |
| 3 Years | 10.1% | 11.1% | -26.8% | 39.1% | 0.30 | 0.50 | 81% | — | — |
| 5 Years | 11.7% | 14.5% | -4.2% | 27.6% | 0.66 | 1.43 | 84% | — | — |
| 10 Years | 10.3% | 8.3% | 4.8% | 23.8% | 0.73 | 8.65 | 100% | — | — |
-62.2%
Max Drawdown
37 mo
Drawdown Duration
55 mo
Recovery Time
-19.5%
Avg Drawdown
Calmar Ratio by Duration
0.21
1Y
0.16
3Y
0.19
5Y
0.19
7Y
0.17
10Y
0.14
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +95.93 | 0.78 | 126.8% | 24.8% | 93.9% | -4.4% |
| 3 Years | +20.12 | 0.63 | 81.1% | 49.4% | 27.9% | 8.5% |
| 5 Years | +10.85 | 0.65 | 82.2% | 63.9% | 18.6% | 8.5% |
| 7 Years | +14.23 | 0.57 | 71.7% | 51.8% | 23.1% | 10.8% |
| 10 Years | +10.67 | 0.54 | 68.6% | 51.0% | 19.8% | 11.3% |
| 12 Years | +4.20 | 0.53 | 64.8% | 53.8% | 12.6% | 10.1% |
| 15 Years | +0.44 | 0.48 | 57.7% | 50.2% | 8.5% | 9.7% |