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DWS Investment Opportunity Fund - Wealth Plan (G)

PLAN: Wealth Plan OPTIONS: Growth
23.600 0.25 (1.05%)

NAV as on 08 Feb, 2016

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Deutsche Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Nov 1999) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close As per Sebi circular, Mutual Funds schemes can have only a single plan and shall be subject to single expense structure. Hence w.e.f. October 1, 2012, DWS Investment Opportunity Fund - Wealth Plan has been closed for fresh purchases/additional purchases/switch-ins. DWS Investment Opportunity Fund - Regular Plan will continue to remain open for fresh investments.
Benchmark Index:
 
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Returns (NAV as on 08 Feb, 2016)

Period Returns (%) Rank #
1 mth -2.6 36
3 mth -5.6 65
6 mth -12.9 108
1 year -7.6 113
2 year 17.5 130
3 year 12.6 115
5 year 9.2 60

# Moneycontrol Rank within 283 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 4.3 -1.7 -4.2 -0.3 0.7
2014 5.1 16.5 5.8 6.8 39.1
2013 -4.9 4.1 -2.1 8.2 7.3
2012 11.1 -1.0 8.8 2.8 24.5
2011 -11.0 -1.0 -11.0 -7.3 -28.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -2.6 -5.6 -12.9 -7.6 17.5 12.6 9.2
Category avg -4.6 -6.6 -12.4 -6.7 14.3 9.3 6.6
Difference of Fund returns and Category returns 2.0 1.0 -0.5 -0.9 3.2 3.3 2.6
Best of category 7.5 0.7 -0.4 11.9 38.4 33.8 23.2
Worst of category -12.5 -13.1 -23.4 -25.6 -4.0 -3.1 -4.5
Benchmark returns # -3.9 -6.6 -13.3 -11.0 13.8 9.2 7.4
Difference of Fund returns and Benchmark returns 1.3 1.0 0.4 3.4 3.7 3.4 1.8
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

To generate capital appreciation on the portfolio over a long term by actively investing in different asset classes as per market conditions.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Apr 27, 2009
Benchmark S&P BSE 200
Asset Size (Rs cr) 0.12 (Dec-31-2015)
Minimum Investment Rs.25000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Akash Singhania
View performance of schemes managed by the Fund Manager
Notes As per Sebi circular, Mutual Funds schemes can have only a single plan and shall be subject to single expense structure. Hence w.e.f. October 1, 2012, DWS Investment Opportunity Fund - Wealth Plan has been closed for fresh purchases/additional purchases/switch-ins. DWS Investment Opportunity Fund - Regular Plan will continue to remain open for fresh investments.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1.00% if redeemed /switched out within 1 year of allotment.

Contact Details

Regd. Office 2nd floor, 222 Kodak House, Dr. D.N. Road, Fort, Mumbai, 400001
Tel. No. 91 22/ 66 58 43 00 /05/42
Fax No. 91 22/ 66 58 43 10 / 22 07 44
Email dws.mutual@db.com
Website http://www.dws-india.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 5
14,512.78 -13.1 -20.3 -15.7 10.4 8.5
Reliance Equity Oppor - RP (G) Rank 3
10,399.26 -10.0 -15.7 -11.5 15.5 15.3
ICICI Pru Value Discovery Fund (G) Rank 1
9,705.72 -8.0 -12.6 -5.4 23.0 18.3
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
Reliance Growth Fund - RP (G) Rank 3
5,228.90 -8.7 -16.5 -9.0 14.8 11.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 15)

Equity Sector Value
(Rs cr)
Asset %
No Holdings Data Available

Full Portfolio

Sector Allocation (Dec 31, 15)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Dec 31, 15)

Equity 99.70
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.27

View All

Sector (%)
Top 3 N.A.

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