MF Gyan
otherHigh risk14 years oldCooling recently (last 6m ≈ -9% p.a.)

DWS Investment Opportunity Fund - Direct Plan - Growth

A specialised fund. Check the scheme details for what it invests in. From Deutsche Mutual Fund. It's been running since 2 Jan 2013.

Latest price per unit
₹53.22
▲ 1.84% today
As of 2 Mar 2016 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹87.9k
▼ ₹12.1k loss · -12.1% / year
Invested 3 years ago
₹1.51 L
▲ ₹50.7k gain · 14.6% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.03 L
Gain / loss+₹22.8k
XIRR (annualised)8.35%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.05 L
Projected gain*+₹25.2k
*at this fund's historical rate of 8.35% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in Income

Same plan
1-year return
-12.14%median 4.49% (-16.63%)
Rank #417 of 501Beats 4% of peers
3-year return
14.64%median 6.00% (+8.64%)
Rank #22 of 501Beats 90% of peers
Bumpiness (3Y)
16.11%median 4.87% (+11.25%)
Rank #411 of 501Less risky than 17% of peers
Worst-ever drop
-17.97%median -6.75% (-11.22%)
Rank #106 of 501Less risky than 79% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 3 of last 4 years were positive.

+8%
2013
+40%
2014
+2%
2015
-8%
2016
Best year
2014 · 40.32%
Worst year
2016 · -7.56%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
16.1%

The value swings roughly 16% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-17.97%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of DWS Investment Opportunity Fund - Direct Plan - Growth against other other funds.

Technical details (for the pros)
CAGR — 1 year-12.14%
CAGR — 3 years14.64%
CAGR — 5 years—
CAGR — since launch12.11%
Volatility — 1 year (annualised)17.49%
Volatility — 3 years (annualised)16.11%
Max drawdown — 1 year-17.97%
Max drawdown — 3 years-17.97%
Sharpe ratio — 1 year (rf=6%)-1.10
Sharpe ratio — 3 years (rf=6%)0.51

Fund info

Fund house
Deutsche Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
118939
First price on record
2 Jan 2013 · 778 daily prices

About DWS Investment Opportunity Fund - Direct Plan - Growth

DWS Investment Opportunity Fund - Direct Plan - Growth is a Income offered by Deutsche Mutual Fund under the Direct plan with the Growth option. It has approximately 14 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of DWS Investment Opportunity Fund - Direct Plan - Growth is ₹53.2200 (as of 2 Mar 2016). Historically, it has delivered -12.16% over the last year, 14.64% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 16.1% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 18.0%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of DWS Investment Opportunity Fund - Direct Plan - Growth?+

The latest NAV of DWS Investment Opportunity Fund - Direct Plan - Growth is ₹53.2200 as of 2 Mar 2016, up 1.84% from the previous day. NAV is updated once a business day after the market close.

What are the returns of DWS Investment Opportunity Fund - Direct Plan - Growth?+

DWS Investment Opportunity Fund - Direct Plan - Growth has delivered 1-year return -12.16%, 3-year CAGR 14.64%, since-inception CAGR 12.11%. Returns are historical and don't predict future performance — markets move in cycles.

What category does DWS Investment Opportunity Fund - Direct Plan - Growth belong to?+

DWS Investment Opportunity Fund - Direct Plan - Growth is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is DWS Investment Opportunity Fund - Direct Plan - Growth?+

Based on its 3-year annualised volatility of 16.1%, DWS Investment Opportunity Fund - Direct Plan - Growth sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is DWS Investment Opportunity Fund - Direct Plan - Growth a direct plan?+

DWS Investment Opportunity Fund - Direct Plan - Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is DWS Investment Opportunity Fund - Direct Plan - Growth?+

DWS Investment Opportunity Fund - Direct Plan - Growth has NAV history available from 2 Jan 2013 — approximately 14 years of track record and 778 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.