MF Gyan
otherLow risk13 years old

DWS Medium Term Income 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 7 Mar 2014.

Latest price per unit
₹12.4566
▲ 0.11% 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
₹1.08 L
▲ ₹7.5k gain · 7.5% / 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₹60.0k
Value today₹61.9k
Gain / loss+₹1.9k
XIRR (annualised)6.96%
Looking forward · hypothetical
You would invest₹60.0k
Would become*₹62.3k
Projected gain*+₹2.3k
*at this fund's historical rate of 6.96% 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
7.51%median 4.49% (+3.02%)
Rank #162 of 501Beats 63% of peers
Bumpiness (3Y)
1.77%median 5.00% (-3.23%)
Rank #131 of 501Less risky than 74% of peers
Worst-ever drop
-0.90%median -6.85% (+5.95%)
Rank #389 of 501Less risky than 22% 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 3 years were positive.

+13%
2014
+9%
2015
+1%
2016
Best year
2014 · 13.12%
Worst year
2016 · 0.66%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
1.8%

The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-0.90%

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 Medium Term Income Fund- Direct Plan- Growth against other other funds.

Technical details (for the pros)
CAGR — 1 year7.51%
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch11.56%
Volatility — 1 year (annualised)1.63%
Volatility — 3 years (annualised)1.77%
Max drawdown — 1 year-0.83%
Max drawdown — 3 years-0.90%
Sharpe ratio — 1 year (rf=6%)0.93
Sharpe ratio — 3 years (rf=6%)3.16

Fund info

Fund house
Deutsche Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
127423
First price on record
7 Mar 2014 · 474 daily prices

About DWS Medium Term Income Fund- Direct Plan- Growth

DWS Medium Term Income Fund- Direct Plan- Growth is a Income offered by Deutsche Mutual Fund under the Direct plan with the Growth option. It has approximately 13 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 Medium Term Income Fund- Direct Plan- Growth is ₹12.4566 (as of 2 Mar 2016). Historically, it has delivered 7.52% over the last year. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 1.8% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 0.9%. 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 Medium Term Income Fund- Direct Plan- Growth?+

The latest NAV of DWS Medium Term Income Fund- Direct Plan- Growth is ₹12.4566 as of 2 Mar 2016, up 0.11% from the previous day. NAV is updated once a business day after the market close.

What are the returns of DWS Medium Term Income Fund- Direct Plan- Growth?+

DWS Medium Term Income Fund- Direct Plan- Growth has delivered 1-year return 7.52%, since-inception CAGR 11.56%. Returns are historical and don't predict future performance — markets move in cycles.

What category does DWS Medium Term Income Fund- Direct Plan- Growth belong to?+

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

How risky is DWS Medium Term Income Fund- Direct Plan- Growth?+

Based on its 3-year annualised volatility of 1.8%, DWS Medium Term Income 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 Medium Term Income Fund- Direct Plan- Growth a direct plan?+

DWS Medium Term Income 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 Medium Term Income Fund- Direct Plan- Growth?+

DWS Medium Term Income Fund- Direct Plan- Growth has NAV history available from 7 Mar 2014 — approximately 13 years of track record and 474 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.