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DWS Investment Opportunity Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
56.370 0.16 (0.28%)

NAV as on 30 Apr, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Deutsche Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close DWS Investment Opportunity Fund - Regular Plan will continue to remain open for fresh investments.
Benchmark Index:
 
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Returns (NAV as on 30 Apr, 2015)

Period Returns (%) Rank #
1 mth -3.5 87
3 mth -3.3 73
6 mth 4.6 107
1 year 35.1 120
2 year 23.3 110
3 year 20.2 49
5 year 8.3 68

# Moneycontrol Rank within 242 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 4.3 - - - -
2014 5.2 16.6 5.8 6.8 -
2013 -4.8 4.1 -2.1 8.2 7.4
2012 11.1 -1.0 8.8 2.8 24.5
2011 -11.0 -1.0 -11.1 -7.3 -28.4
2010 1.9 -1.2 14.9 -5.0 13.1

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 -3.5 -3.3 4.6 35.1 23.3 20.2 8.3
Category avg -3.6 -3.9 3.7 30.3 18.8 13.9 7.6
Difference of Fund returns and Category returns 0.1 0.6 0.9 4.8 4.5 6.3 0.7
Best of category 7.5 5.9 19.4 70.5 50.2 38.1 23.0
Worst of category -10.8 -24.1 -20.3 -9.6 0.3 4.8 2.9
Benchmark returns # -3.2 -5.9 2.8 27.4 19.7 17.0 9.0
Difference of Fund returns and Benchmark returns -0.3 2.6 1.8 7.7 3.6 3.2 -0.7
DWS Investment Opportunity Fund - Regular Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# 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 Jan 29, 2004
Benchmark S&P BSE 200
Asset Size (Rs cr) 308.86 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Akash Singhania
View performance of schemes managed by the Fund Manager
Notes 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 4
16,359.53 -5.9 -1.1 34.9 21.2 13.6
Reliance Equity Oppor - RP (G) Rank 2
28,668.15 -5.8 4.4 45.4 24.9 17.7
Reliance Growth Fund - RP (G) Rank 3
14,946.26 -5.3 5.1 46.0 21.6 11.4
ICICI Pru Dynamic Plan (G) Rank 3
4,034.34 -4.5 0.2 26.6 21.0 13.9
Reliance Vision Fund - RP (G) Rank 4
9,840.66 -4.2 3.7 46.6 20.5 11.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Banking/Finance 16.40 5.31
Infosys Technology 15.91 5.15
HDFC Bank Banking/Finance 15.72 5.09
ICICI Bank Banking/Finance 15.07 4.88
Larsen Engineering 11.15 3.61
ITC Tobacco 11.12 3.60
TCS Technology 9.61 3.11
Axis Bank Banking/Finance 7.66 2.48
Tata Motors Automotive 7.60 2.46
Tech Mahindra Technology 6.98 2.26

Full Portfolio

Sector Allocation (Mar 31, 15)

Sector %

1-Year

HighLow

Banking/Finance 29.19 34.29 24.70
Technology 13.29 15.71 8.76
Automotive 11.23 13.00 7.41
Engineering 6.25 9.91 4.76
Cons NonDurable 5.33 5.33 1.05
Pharmaceuticals 4.14 5.73 3.08

View All Sectors

Asset Allocation (%)(Mar 31, 15)

Equity 98.67
Others 0.02
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.32

View All

Concentration

Holdings (%)
Top 5 24.04
Top 10 37.95
Sector (%)
Top 3 53.71

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