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DSP Global Clean Energy Overseas Equity Omni FoF Direct Plan - Growth vs HSBC Global Emerging Market Fund - Growth Direct
DSP Global Clean Energy Overseas Equity Omni FoF and HSBC Global Emerging Market Fund are both in the FoF Overseas category, from DSP Asset Managers Private Limited and HSBC Asset Management (India) Private Ltd. respectively. HSBC Global Emerging Market Fund has posted a higher 3-year rolling CAGR. HSBC Global Emerging Market Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
HSBC Global Emerging Market Fund has the lower direct-plan expense ratio, by 1.04 percentage points.
| DSP Global Clean Energy Overseas Equity Omni FoF Direct Plan - Growth | HSBC Global Emerging Market Fund - Growth Direct | |
|---|---|---|
| Category | FoF Overseas | FoF Overseas |
| AMC | DSP Asset Managers Private Limited | HSBC Asset Management (India) Private Ltd. |
| Benchmark | MSCI ACWI IMI Clean Energy (ICLN ETF) | MSCI Emerging Markets (INR) |
| NAV | ₹27.8636 (2026-10-28) | ₹34.8352 (2026-10-28) |
| AUM | ₹99.948 Cr | ₹469.692 Cr |
| Expense Ratio (Direct) | 1.78% | 0.74% |
| Inception | 2009-07-10 | 2008-01-28 |
Returns
HSBC Global Emerging Market Fund leads on 3-year rolling CAGR (7.5% vs DSP Global Clean Energy Overseas Equity Omni FoF's 3.9%) - see the FAQ below for percentile context within each fund's own category.
Risk Metrics
DSP Global Clean Energy Overseas Equity Omni FoF has been the more volatile of the two by standard deviation.
| DSP Global Clean Energy Overseas Equity Omni FoF Direct Plan - Growth | HSBC Global Emerging Market Fund - Growth Direct | |
|---|---|---|
| 3Y Sharpe Ratio | 0.57 | 1.09 |
| 3Y Alpha | 8.282% | 6.4884% |
| 3Y Std Deviation | 17.9353% | 17.2276% |
| 3Y Calmar Ratio | 0.70 | 1.60 |
Portfolio Analytics
Punji Fund Health Score
DSP Global Clean Energy Overseas Equity Omni FoF and HSBC Global Emerging Market Fund carry the same Punji Quality grade.
Frequently asked questions
Which has a higher 3-year return, DSP Global Clean Energy Overseas Equity Omni FoF or HSBC Global Emerging Market Fund?
HSBC Global Emerging Market Fund's 3-year rolling CAGR of 7.5% is higher than DSP Global Clean Energy Overseas Equity Omni FoF's 3.9%. HSBC Global Emerging Market Fund sits in the 26th percentile of its category on this metric, versus the 9th percentile for DSP Global Clean Energy Overseas Equity Omni FoF - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.
Which has a lower expense ratio, DSP Global Clean Energy Overseas Equity Omni FoF or HSBC Global Emerging Market Fund?
HSBC Global Emerging Market Fund's direct-plan expense ratio is 1.04 percentage points lower than DSP Global Clean Energy Overseas Equity Omni FoF's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, DSP Global Clean Energy Overseas Equity Omni FoF or HSBC Global Emerging Market Fund?
By standard deviation (a measure of how much a fund's returns swing around its own average), DSP Global Clean Energy Overseas Equity Omni FoF has been more volatile than HSBC Global Emerging Market Fund over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (0.57 for DSP Global Clean Energy Overseas Equity Omni FoF vs 1.09 for HSBC Global Emerging Market Fund) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, DSP Global Clean Energy Overseas Equity Omni FoF or HSBC Global Emerging Market Fund?
HSBC Global Emerging Market Fund has ₹470 Cr in assets under management, versus ₹100 Cr for DSP Global Clean Energy Overseas Equity Omni FoF. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, DSP Global Clean Energy Overseas Equity Omni FoF or HSBC Global Emerging Market Fund?
HSBC Global Emerging Market Fund launched on 2008-01-28, making it older than DSP Global Clean Energy Overseas Equity Omni FoF (launched 2009-07-10). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.