Should I invest in DBS Chola Global Advantage Fund.?

We don't give personal investment advice. DBS Chola Global Advantage Fund.-Dividend Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

DBS Chola

DBS Chola Global Advantage Fund.-Dividend Option

Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.00%	+0.06%	-0.06	143 / 299	Q2
1W	+0.15%	-3.61%	+3.76	128 / 303	Q2
2W	-3.24%	-4.52%	+1.27	233 / 303	Q4
1M	-9.52%	-5.64%	-3.88	250 / 302	Q4
3M	-2.53%	-4.27%	+1.75	171 / 302	Q3
6M	+2.66%	+1.48%	+1.18	158 / 307	Q3
YTD	-6.55%	-0.18%	-6.37	198 / 309	Q3
1Y	+53.63%	+7.10%	+46.53	22 / 307	Q1
2Y	-18.39%	+2.20%	-20.59	285 / 303	Q4
3Y	-21.25%	+0.76%	-22.00	248 / 264	Q4
4Y	-16.85%	+0.58%	-17.43	222 / 235	Q4
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	-17.34%	+0.51%	-17.86	290 / 310	Q4

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2010 YTD	-6.55%	+11.69%	-18.24	244 / 256
2009	+41.25%	+65.86%	-24.61	200 / 238
2008	-60.16%	-52.86%	-7.31	141 / 198
2007	-13.13%	+42.91%	-56.04	135 / 137
2006	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

-14.15%

36 windows

min -67.8% · max 59.7%

36% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

-19.77%

11 windows

min -29.9% · max -15.6%

0% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

35.02%

3-year · annualised

Sharpe ratio

-0.68

vs risk-free 6.5%

Sortino ratio

-0.89

Downside-only deviation

Max drawdown

-75.08%

Dec 2007 → Mar 2009

% positive months

50.0%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Recent NAVs

Date	NAV
15 Feb 2010	₹6.5600
11 Feb 2010	₹6.5900
10 Feb 2010	₹6.5600
9 Feb 2010	₹6.5900
8 Feb 2010	₹6.5500
5 Feb 2010	₹6.5400
4 Feb 2010	₹6.6900
3 Feb 2010	₹6.8200
2 Feb 2010	₹6.6800
1 Feb 2010	₹6.7800

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

DBS Chola Global Advantage Fund.-Dividend Option is a Growth from DBS Chola (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

DBS Chola Global Advantage Fund.-Dividend Option has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

DBS Chola Global Advantage Fund.-Dividend Option is managed by DBS Chola. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, DBS Chola Global Advantage Fund.-Dividend Option has delivered a absolute return of 53.63% — +46.53 pp ahead of the Growth category average of 7.10%. The fund ranks #22 of 307 in its category — the top (Q1) quartile.

Over the trailing 3-year window, DBS Chola Global Advantage Fund.-Dividend Option has delivered a CAGR of -21.25% — -22 pp behind the Growth category average of 0.76%. The fund ranks #248 of 264 in its category — the bottom (Q4) quartile.

DBS Chola Global Advantage Fund.-Dividend Option doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in DBS Chola Global Advantage Fund.-Dividend Option exactly 3 years ago would be worth approximately ₹48,846 today — a multiplier of 0.49×, based on the 3-year CAGR of -21.25%. The category average over the same window would have grown ₹1 lakh to ₹102,292.

A ₹10,000 monthly SIP in DBS Chola Global Advantage Fund.-Dividend Option over the last 3 years — total invested ₹360,000 — would be worth ₹309,580 today. That's an XIRR (money-weighted annualised return) of -9.52%.

DBS Chola Global Advantage Fund.-Dividend Option doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹309,580 — XIRR -9.52%.

On a 3-year basis, DBS Chola Global Advantage Fund.-Dividend Option ranks #248 out of 264 funds in the Growth category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 0.76%; this fund delivered -21.25%.

The worst peak-to-trough decline DBS Chola Global Advantage Fund.-Dividend Option has experienced over the last 3-year window is 75.08% — its NAV fell from a high on 03 Dec 2007 to a low on 09 Mar 2009. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, DBS Chola Global Advantage Fund.-Dividend Option averaged -19.77% (best -15.60%, worst -29.88%). 0% of rolling windows ended positive. The 3-year Sharpe ratio is -0.68 — negative risk-adjusted performance.

In calendar year 2009, DBS Chola Global Advantage Fund.-Dividend Option returned 41.25% — lagging the Growth category average of 65.86% by 24.61 pp. It ranked #200 of 238 in its category that year.

DBS Chola Global Advantage Fund.-Dividend Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. DBS Chola Global Advantage Fund.-Dividend Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.