{"id":241961,"date":"2026-09-10T16:33:48","date_gmt":"2026-09-10T11:03:48","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026\/"},"modified":"2026-09-10T16:33:48","modified_gmt":"2026-09-10T11:03:48","slug":"dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026\/","title":{"rendered":"DSP Global Clean Energy Overseas Equity Omni FoF Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/dsp-global-clean-energy-overseas-equity-omni-fof-g-direct-plan\">DSP Global Clean Energy Overseas Equity Omni FoF Direct Growth Plan<\/a> is at \u20b929.9618 as of 09 September 2026, with an AUM of \u20b9116 Cr. Its 1-year, 3-year and 5-year returns are 35.96%, 18.89% and 12.44%, respectively, and the fund sits in the High Risk category.<\/p>\n<p>Our view is that this is a theme-driven overseas fund with a narrow portfolio and a strong long-term return record, but with enough short-term movement to suit only investors who can stay patient through volatility. The benchmark has been weaker over the same longer periods, which makes the fund\u2019s trailing numbers look more resilient on a multi-year view than in the latest few months.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_DSP_Global_Clean_Energy_Overseas_Equity_Omni_FoF\" title=\"Should you BUY or HOLD DSP Global Clean Energy Overseas Equity Omni FoF?\">Should you BUY or HOLD DSP Global Clean Energy Overseas Equity Omni FoF?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026\/#What_is_the_current_NAV_of_DSP_Global_Clean_Energy_Overseas_Equity_Omni_FoF_Direct_Growth_Plan\" title=\"What is the current NAV of DSP Global Clean Energy Overseas Equity Omni FoF Direct Growth Plan?\">What is the current NAV of DSP Global Clean Energy Overseas Equity Omni FoF Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026\/#How_have_the_funds_recent_and_long-term_returns_looked\" title=\"How have the fund\u2019s recent and long-term returns looked?\">How have the fund\u2019s recent and long-term returns looked?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026\/#How_does_it_compare_with_the_benchmark\" title=\"How does it compare with the benchmark?\">How does it compare with the benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026\/#How_does_it_compare_with_peer_funds_on_returns\" title=\"How does it compare with peer funds on returns?\">How does it compare with peer funds on returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026\/#Is_there_a_minimum_SIP_amount\" title=\"Is there a minimum SIP amount?\">Is there a minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/dsp-global-clean-energy-overseas-equity-omni-fof-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b929.9618 as of 09 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b9116 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>1.74%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>02 Jan 2013<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Fund of Fund<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>No exit load<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Kaivalya Nadkarni<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Kaivalya Nadkarni.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-3.58%<\/td>\n<td>-4.69%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-4.24%<\/td>\n<td>0.93%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>35.96%<\/td>\n<td>-7.16%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>18.89%<\/td>\n<td>6%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>12.44%<\/td>\n<td>5.87%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent picture is mixed. The fund has fallen over both 1 month and 3 months, so it has not been moving in a straight line even though the 1-year number is strong. That combination tells us the last few months have been choppy rather than steadily upward.<\/p>\n<p>Over longer periods, the picture is more constructive. The 3-year return stays comfortably ahead of the benchmark, and the 5-year return also remains above it. That suggests the fund has done a better job of compounding than the benchmark across a full market cycle, even if the path has not been smooth.<\/p>\n<p>The 1-year figure is much stronger than the 3-year and 5-year averages, which usually means the recent year has been unusually supportive for the theme. We would read that as evidence of momentum, not as proof that the same pace can continue. For a clean-energy overseas portfolio, the short-term swings are part of the experience.<\/p>\n<p>Against the benchmark, the fund is ahead over 1 year, 3 years and 5 years, but the advantage is not uniform across every period. The latest negative 3-month return while the benchmark was positive shows that near-term leadership can change quickly. That matters for investors who may otherwise anchor on the strong annual number and overlook the more uneven recent path.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_DSP_Global_Clean_Energy_Overseas_Equity_Omni_FoF\"><\/span>Should you BUY or HOLD DSP Global Clean Energy Overseas Equity Omni FoF?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding DSP Global Clean Energy Overseas Equity Omni FoF? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/dsp-global-clean-energy-overseas-equity-omni-fof-g-direct-plan\">DSP Global Clean Energy Overseas Equity Omni FoF Direct Growth Plan<\/a><\/td>\n<td>35.96%<\/td>\n<td>18.89%<\/td>\n<td>12.44%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/edelweiss-emerging-markets-opp-eq-offshore-fund-g-direct-plan\">Edelweiss Emerging Markets Opp Eq. Offshore Fund Direct Growth Plan<\/a><\/td>\n<td>55.7%<\/td>\n<td>29.52%<\/td>\n<td>11.97%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hsbc-global-emerging-markets-fund-g-direct-plan\">HSBC Global Emerging Markets Fund Direct Growth Plan<\/a><\/td>\n<td>52.99%<\/td>\n<td>29.63%<\/td>\n<td>12.76%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-global-emerging-market-overseas-equity-active-fof-g-direct-plan\">Kotak Global Emerging Market Overseas Equity Active FOF Direct Growth Plan<\/a><\/td>\n<td>46%<\/td>\n<td>27.35%<\/td>\n<td>12.66%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hsbc-asia-pacific-ex-japan-dyf-g-direct-plan\">HSBC Asia Pacific (Ex Japan) DYF Direct Growth Plan<\/a><\/td>\n<td>39.66%<\/td>\n<td>28.4%<\/td>\n<td>15.47%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hsbc-brazil-fund-g-direct-plan\">HSBC Brazil Fund Direct Growth Plan<\/a><\/td>\n<td>36.09%<\/td>\n<td>16.75%<\/td>\n<td>9.97%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>On 1-year return, this fund trails several peers that have posted stronger recent gains, especially the two emerging-markets offshore funds. That said, it still sits close to the Brazil fund on the latest annual figure and remains ahead of the benchmark over the same horizon.<\/p>\n<p>The longer-term picture is more balanced. Its 3-year return is below the best peer figures available here, while its 5-year return is ahead of some peers and behind others. So the fund looks less dominant on recent momentum than on its broader multi-year compounding pattern.<\/p>\n<p>In short, the short-term and longer-term comparison tell different stories. The latest year points to softer peer-relative momentum, while the 3-year and 5-year numbers show that the fund has still compounded reasonably well in a difficult theme. That is useful context for investors who care more about consistency across cycles than about one strong calendar year.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Blackrock Global Funds &#8211; Sustainable Energy Fund ^^<\/td>\n<td>Overseas Mutual Fund Units<\/td>\n<td>90.29%<\/td>\n<\/tr>\n<tr>\n<td>Net Receivables\/Payables<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>5.17%<\/td>\n<\/tr>\n<tr>\n<td>TREPS \/ Reverse Repo Investments<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>4.54%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The portfolio is extremely compact, with one overseas fund making up 90.29% of the holdings shown. That means the fund\u2019s outcome is likely to be shaped most by the underlying Blackrock sustainable energy exposure, while the cash and receivables lines mainly act as supporting positions.<\/p>\n<p>The drop from the largest holding to the other disclosed positions is steep. After 90.29%, the next two lines are 5.17% and 4.54%, so there is very little breadth in the disclosed portfolio. In practical terms, that kind of structure may make the fund more responsive to the fortunes of a single underlying strategy.<\/p>\n<p>Because the disclosed holdings total only three lines and together account for the full 100%, the portfolio is highly concentrated rather than spread across a long tail. That concentration could help the theme express itself clearly, but it also means there is limited diversification within the visible portfolio.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors who can accept High Risk and stay invested for multiple years. The 1-year number is strong, but the weaker 1-month and 3-month returns show that short-term swings are part of the journey, so a short holding period would not fit the pattern well.<\/p>\n<p>It is a better match for someone comfortable with overseas thematic exposure and the possibility that performance may move differently from the benchmark in the near term. The main trade-off is concentration: the portfolio is dominated by one underlying fund, so the investment case depends heavily on that theme continuing to work over time.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> No exit load.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 09 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_DSP_Global_Clean_Energy_Overseas_Equity_Omni_FoF_Direct_Growth_Plan\"><\/span>What is the current NAV of DSP Global Clean Energy Overseas Equity Omni FoF Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b929.9618 as of 09 September 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_have_the_funds_recent_and_long-term_returns_looked\"><\/span>How have the fund\u2019s recent and long-term returns looked?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund\u2019s 1-year, 3-year and 5-year returns are 35.96%, 18.89% and 12.44%. The 1-month and 3-month returns are -3.58% and -4.24%, so the short-term path has been choppier than the longer-term track.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_benchmark\"><\/span>How does it compare with the benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has outpaced the benchmark over 1 year, 3 years and 5 years. The benchmark returns for those periods are -7.16%, 6% and 5.87%, while the fund\u2019s figures are higher on each of those horizons.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_peer_funds_on_returns\"><\/span>How does it compare with peer funds on returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Several peers have stronger 1-year returns, and some also have higher 3-year numbers. On 5-year returns, this fund sits between peers that are slightly lower and peers that are higher, so the longer-term picture is more mixed than the benchmark comparison.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Is_there_a_minimum_SIP_amount\"><\/span>Is there a minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>No SIP is allowed for this scheme at present, so there is no minimum SIP amount to note.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Kaivalya Nadkarni. The exit load is nil, so there is no exit charge on sale.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund\u2019s recent and longer-term stories are not identical: the latest year is strong, but the last few months have been weaker and more uneven. Against the benchmark, it has stayed ahead over 1 year, 3 years and 5 years, while peer comparison shows a more mixed picture on recent momentum. The portfolio is highly concentrated, with one overseas fund dominating the disclosed holdings, which can sharpen the theme exposure but also increase dependence on that single idea. It is best suited to investors who can handle High Risk and a lumpy return path over a longer horizon.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 10 September 2026 at 4:30 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"DSP Global Clean Energy Overseas Equity Omni FoF Direct Growth Plan\",\"identifier\":\"dsp-global-clean-energy-overseas-equity-omni-fof-g-direct-plan\",\"category\":\"Fund of Fund\",\"dateCreated\":\"02 Jan 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":29.9618,\"valueReference\":\"as of 09 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"116 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"1.74\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":35.96},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":18.89},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":12.44},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Kaivalya Nadkarni\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of DSP Global Clean Energy Overseas Equity Omni FoF Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b929.9618 as of 09 September 2026.\"}},{\"@type\":\"Question\",\"name\":\"How have the fund\u2019s recent and long-term returns looked?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s 1-year, 3-year and 5-year returns are 35.96%, 18.89% and 12.44%. The 1-month and 3-month returns are -3.58% and -4.24%, so the short-term path has been choppier than the longer-term track.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has outpaced the benchmark over 1 year, 3 years and 5 years. The benchmark returns for those periods are -7.16%, 6% and 5.87%, while the fund\u2019s figures are higher on each of those horizons.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peer funds on returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Several peers have stronger 1-year returns, and some also have higher 3-year numbers. On 5-year returns, this fund sits between peers that are slightly lower and peers that are higher, so the longer-term picture is more mixed than the benchmark comparison.\"}},{\"@type\":\"Question\",\"name\":\"Is there a minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"No SIP is allowed for this scheme at present, so there is no minimum SIP amount to note.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Kaivalya Nadkarni. The exit load is nil, so there is no exit charge on sale.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>DSP Global Clean Energy Overseas Equity Omni FoF Direct Growth Plan has a \u20b929.9618 NAV, \u20b9116 Cr AUM and 1Y\/3Y\/5Y returns of 35.96%\/18.89%\/12.44% as of 09 Sep 2026.<\/p>\n","protected":false},"author":38,"featured_media":241959,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-241961","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["241959"],"rank_math_title":["DSP Global Clean Energy FoF Review | NAV &amp; Returns"],"rank_math_description":["DSP Global Clean Energy FoF has a \u20b929.9618 NAV and 1Y return of 35.96% as of 09 Sep 2026."],"rank_math_focus_keyword":["DSP Global Clean Energy Overseas Equity Omni FoF Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/DSP_Global_Clean_Energy_Overseas_Equity_Omni_FoF_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_bullish.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/241961","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=241961"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/241961\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/241959"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=241961"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=241961"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=241961"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}