DSP World Gold Mining Overseas Equity Omni FoF

The Scheme seeks capital appreciation by investing in units/securities issued by overseas Exchange Traded Funds (ETFs) and/or overseas funds and/or units issued by domestic mutual funds that provide exposure to Gold/Gold Mining theme. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP Mutual Fund, in order to meet

Growthvine rating: 2/5 — ranked #48 of 62 in category.

Fund basics

CategoryEquity: Global
NAV₹66.53 (as of 2026-08-21)
AUM₹1,433 Cr
Expense ratio2.10%
RiskometerVery High
Fund managerKaivalya Nadkarni
Exit load0

Performance & risk

5-year annualised return21.70%
Sharpe ratio1.04
Standard deviation33.13%
Max drawdown-63.49%
Alpha0
Beta0

Market cap allocation

Large cap0.0%
Mid cap0.0%
Small cap100.0%

Concentration

Top 5 holdings96.0%
Top 10 holdings96.0%
Total holdings2

Top holdings

Top sectors

Calendar-year track record

YearReturnQuartileCategory rank
2026 (partial)24.9%Q1 (Top)#12 of 60
2025167.1%Q1 (Top)#1 of 60
202415.9%Q3#32 of 61
20237.0%Q4 (Bottom)#49 of 60
2022-7.7%Q2#14 of 51