Invest in DSP DSP Global Clean Energy Fund of Fund : Sustainable Growth Options

DSP Global Clean Energy Fund of Fund (Ex DSP World Energy Fund)

Total AUM

₹79.33 crores
as of Mar 31, 2025

Age of Fund

12 years 4 months since Jan 02, 2013

Expense Ratio

1.54%
as of May 08, 2025 (this includes expense of underlying funds)

Exit Load

Nil

Ideal holding period

10 Years+

Global (98.8%)

Holdings	Weight %
BlackRock Global Funds - Sustainable Energy Fund ^^	98.8 %
	98.8 %

Indian (1.2%)

Credit rating profile	Weight %
Cash & Equivalent	100.0 %

Instrument break-up	Weight %
TREPS	100.0 %

Holdings	Weight %
TREPS / Reverse Repo Investments	1.3 %
Cash & cash equivalents	-0.1 %
	1.2 %

Performance

Performance highlights over last

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investment

Cumulative returns on

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vs Category

vs Benchmark

Historical Returns (As per SEBI format)as of with investment of₹10,000

	This fund		MSCI ACWI IMI Clean Energy Inf… ^{^}		NIFTY 50 TRI ^#
	CAGR	Current Value	CAGR	Current Value	CAGR	Current Value

Income distribution Cum Capital Withdrawal (IDCW) Distributed

Record Date	Face Value	IDCW per unit	NAV Before	NAV After

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Invested as

Invested Amount

₹

Invested since

This fund

MSCI ACWI IMI Clean En…

NIFTY 50 TRI

Gold

PPF

	Funds	Annual returns	Current Value	Absolute Growth	IDCW paid

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Returns RangesStatistics

Invested Amount

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Invested period

Funds	Minimum	Median	Maximum	% times -ve returns	% times returns > 7%

Date of allotment: Jan 02, 2013.

Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement

Different plans shall have a different expense structure. The performance details provided herein are of Direct Plan.

Since inception returns have been calculated from the date of allotment till June 30, 2021

Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Rolling returns have been calculated based on returns from regular plan growth option.

Pursuant to payments of Income Distribution cum Capital Withdrawal, the NAV of the IDCW option(s) of Schemes would fall to the extent of payout, and statutory levy, if any.

^ Fund Benchmark # Additional Benchmark

Scheme disclaimers

Fund Details

Things to know before you invest

What is in DSP Global Clean Energy Fund of Fund (Ex DSP World Energy Fund)?

DSP Global Clean Energy Fund of Fund invests primarily in leading international companies in the energy sector.
It does this by investing in BGF - World Energy Fund & BGF - Sustainable Energy Fund.
This portfolio is comprised of companies that concentrate on exploration, development, production and distribution of energy and also takes exposure to global renewable energy companies.

Why should one invest in DSP Global Clean Energy Fund of Fund (Ex DSP World Energy Fund)?

Offers the potential to grow your wealth by investing in the global energy sector.
Get access to sector-leading companies that are difficult to invest in directly for Indian investors.
An efficient way to play a positive view on crude oil prices.
Can be a hedge against India's vulnerability to high crude oil prices.
Can generate high returns in short-term if investor has ability to take tactical bets & know when to enter & exit.

Who should invest in DSP Global Clean Energy Fund of Fund (Ex DSP World Energy Fund)?

Consider this fund if you
- Are an experienced Indian investor with a well-set core portfolio, looking to diversify no more than 10-15% of your portfolio internationally.
- Strongly believe in the future growth-potential of international energy companies.
- Have the sectoral understanding to 'extract value' from changing international energy sector cycles.
- Informed investors who can take tactical view on the sector & know when to enter & exit.

Rethink before you invest

Global Clean Energy Fund of Fund is a sectoral/ thematic fund, therefore its NAV is likely to fluctuate a lot more than diversified equity funds.
Please do not use recent or past returns as the only criteria to evaluate this fund.
Global Clean Energy Fund of Fund carries Very High Risk.
Investing in this fund requires sectoral understanding; long-term holding periods in this fund may not mean good outcomes.

Fund managers:

Kaivalya Nadkarni

Total work experience of 6 years. Managing this fund since May 2025.

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Total work experience of 6 years. Managing this fund since May 2025.

arrow_forwardSee funds managed by her

Kaivalya joined DSP in September 2024. She has over 6 years of work experience across Fund Management, Equity Dealing and Fund Accounting. Prior to joining DSP she has worked with ICICI Prudential AMC. Kaivalya is a Chartered Accountant from the Institute of Chartered Accountants of India. She has also cleared the Company Secretary Professional Level from the Institute of Company Secretaries of India and CFA Level III Examination from the CFA Institute.

Sr. No.	Scheme Name	Managing since	Period
Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement Different plans shall have a different expense structure. The performance details provided herein are of regular plan. Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Sr. No.

Scheme Name

Managing since

Period

1 Years

3 Years

5 Years

Scheme return (%)

Benchmark return (%)

Scheme return (%)

Benchmark return (%)

Scheme return (%)

Benchmark return (%)

Period for which fund's performance has been provided is computed based on last day of the month-end preceding the date of advertisement

Different plans shall have a different expense structure. The performance details provided herein are of regular plan.

Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments

Investment Objective

The primary investment objective of the Scheme is to seek capital appreciation by investing in units of overseas Funds/ ETFs investing in companies involved in the alternative energy sector. The Scheme may also invest a certain portion of its corpus in cash & cash equivalents securities, in order to meet liquidity requirements from time to time.
There is no assurance that the investment objective of the Scheme will be achieved.