MF Gyan
otherLow risk14 years oldSteady vs its 3-year pace

DWS Low Duration 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
₹16.1904
▲ 0.04% 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
₹1.09 L
▲ ₹9.4k gain · 9.4% / year
Invested 3 years ago
₹1.31 L
▲ ₹30.7k gain · 9.3% / 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₹2.06 L
Gain / loss+₹26.0k
XIRR (annualised)9.45%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.09 L
Projected gain*+₹28.8k
*at this fund's historical rate of 9.45% 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
9.36%median 4.48% (+4.88%)
Rank #95 of 501Beats 78% of peers
3-year return
9.33%median 6.00% (+3.33%)
Rank #50 of 501Beats 77% of peers
Bumpiness (3Y)
1.17%median 5.00% (-3.83%)
Rank #104 of 501Less risky than 79% of peers
Worst-ever drop
-1.61%median -6.85% (+5.23%)
Rank #359 of 501Less risky than 28% 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. 4 of last 4 years were positive.

+10%
2013
+10%
2014
+10%
2015
+1%
2016
Best year
2014 · 9.89%
Worst year
2016 · 1.22%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
1.2%

The value swings roughly 1% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-1.61%

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 Low Duration Fund - Direct Plan - Growth against other other funds.

Technical details (for the pros)
CAGR — 1 year9.36%
CAGR — 3 years9.33%
CAGR — 5 years—
CAGR — since launch9.71%
Volatility — 1 year (annualised)0.49%
Volatility — 3 years (annualised)1.17%
Max drawdown — 1 year-0.04%
Max drawdown — 3 years-1.61%
Sharpe ratio — 1 year (rf=6%)6.75
Sharpe ratio — 3 years (rf=6%)2.89

Fund info

Fund house
Deutsche Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
119033
First price on record
2 Jan 2013 · 760 daily prices

About DWS Low Duration Fund - Direct Plan - Growth

DWS Low Duration 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 Low Duration Fund - Direct Plan - Growth is ₹16.1904 (as of 2 Mar 2016). Historically, it has delivered 9.38% over the last year, 9.33% 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 1.2% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 1.6%. 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 Low Duration Fund - Direct Plan - Growth?+

The latest NAV of DWS Low Duration Fund - Direct Plan - Growth is ₹16.1904 as of 2 Mar 2016, up 0.04% from the previous day. NAV is updated once a business day after the market close.

What are the returns of DWS Low Duration Fund - Direct Plan - Growth?+

DWS Low Duration Fund - Direct Plan - Growth has delivered 1-year return 9.38%, 3-year CAGR 9.33%, since-inception CAGR 9.71%. Returns are historical and don't predict future performance — markets move in cycles.

What category does DWS Low Duration Fund - Direct Plan - Growth belong to?+

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

How risky is DWS Low Duration Fund - Direct Plan - Growth?+

Based on its 3-year annualised volatility of 1.2%, DWS Low Duration Fund - Direct Plan - Growth sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is DWS Low Duration Fund - Direct Plan - Growth a direct plan?+

DWS Low Duration 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 Low Duration Fund - Direct Plan - Growth?+

DWS Low Duration Fund - Direct Plan - Growth has NAV history available from 2 Jan 2013 — approximately 14 years of track record and 760 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.