DSP Wld Gld Mng Ovrs Eq Omni FoF Gr

DSP Wld Gld Mng Ovrs Eq Omni FoF Gr Fund Details and Key Information

DSP Wld Gld Mng Ovrs Eq Omni FoF Gr is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹2190.96 Cr

• Expense Ratio: 2.37%

• Cash Holding: 3.92%

• Plan Type: Dividend

• Benchmark: FTSE Gold Mines TR USD

• Launch Date: 2007-09-14

• Exit Load: 0.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

DSP Wld Gld Mng Ovrs Eq Omni FoF Gr Returns and Performance

DSP Wld Gld Mng Ovrs Eq Omni FoF Gr has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: -19.91%

• 3 Months: -2.57%

• 6 Months: 21.26%

• 1 Year: 105.64%

• 3 Years: 2.11%

• 5 Years: 2.10%

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

DSP Wld Gld Mng Ovrs Eq Omni FoF Gr Risk Level and Volatility

Understanding risk is important before investing. DSP Wld Gld Mng Ovrs Eq Omni FoF Gr falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Very High Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

DSP Wld Gld Mng Ovrs Eq Omni FoF Gr Portfolio Allocation

The asset allocation of DSP Wld Gld Mng Ovrs Eq Omni FoF Gr shows how investments are distributed across asset classes.

• Equity Allocation: 94.27%

• Cash Allocation: 3.92%

This allocation plays a key role in determining the fund’s risk and return profile.

DSP Wld Gld Mng Ovrs Eq Omni FoF Gr Sector Allocation

DSP Wld Gld Mng Ovrs Eq Omni FoF Gr diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Basic Materials: 94.27%

Sector allocation data helps investors understand which industries the fund is focusing on.

DSP Wld Gld Mng Ovrs Eq Omni FoF Gr Fund House

DSP Wld Gld Mng Ovrs Eq Omni FoF Gr is managed by:

AMC Name: DSP Asset Managers Private Limited

A strong fund house with a proven track record can improve investor confidence.

DSP Wld Gld Mng Ovrs Eq Omni FoF Gr Minimum Investment

Investors can start investing in DSP Wld Gld Mng Ovrs Eq Omni FoF Gr with:

Minimum Investment: ₹100

This makes the fund accessible for both beginners and experienced investors.