Should I invest in DWS Alpha Equity Fund Reg Plan?

We don't give personal investment advice. DWS Alpha Equity Fund Reg Plan-Dividend 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. Worst 5-year drawdown: 29.2%. 5-year CAGR: 1.37%.

Deutsche

DWS Alpha Equity Fund Reg Plan-Dividend

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	+1.87%	+0.06%	+1.80	17 / 299	Q1
1W	+4.93%	-3.61%	+8.54	12 / 303	Q1
2W	+3.93%	-4.52%	+8.45	32 / 303	Q1
1M	-2.13%	-5.64%	+3.51	181 / 302	Q3
3M	-7.96%	-4.27%	-3.69	217 / 302	Q3
6M	-11.05%	+1.48%	-12.53	235 / 307	Q4
YTD	-6.28%	-0.18%	-6.10	192 / 309	Q3
1Y	-25.13%	+7.10%	-32.23	273 / 307	Q4
2Y	+0.35%	+2.20%	-1.86	186 / 303	Q3
3Y	+2.36%	+0.76%	+1.60	159 / 264	Q3
4Y	+3.56%	+0.58%	+2.98	128 / 235	Q3
5Y	+1.37%	+0.02%	+1.35	142 / 208	Q3
7Y	+8.43%	+3.12%	+5.31	53 / 130	Q2
10Y	+0.36%	+7.20%	-6.84	62 / 68	Q4
Inception	+0.37%	+0.51%	-0.15	224 / 310	Q3

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
2016 YTD	-6.28%	+1.07%	-7.35	74 / 88
2015	-12.07%	-3.94%	-8.13	88 / 99
2014	+22.15%	+34.59%	-12.44	106 / 133
2013	+2.06%	+0.03%	+2.04	65 / 154
2012	+22.38%	+23.57%	-1.19	117 / 190
2011	-26.13%	-23.68%	-2.45	159 / 241
2010	+3.00%	+11.69%	-8.69	203 / 256
2009	+62.20%	+65.86%	-3.67	155 / 238
2008	-57.73%	-52.86%	-4.88	108 / 198
2007	+64.79%	+42.91%	+21.87	23 / 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

+4.70%

109 windows

min -58.2% · max 73.0%

64% positive

3-Year rolling

+2.90%

85 windows

min -13.7% · max 15.8%

60% positive

5-Year rolling

+1.98%

61 windows

min -7.7% · max 12.6%

62% positive

7-Year rolling

+2.79%

36 windows

min -3.1% · max 9.0%

81% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

14.89%

3-year · annualised

Sharpe ratio

-0.22

vs risk-free 6.5%

Sortino ratio

-0.35

Downside-only deviation

Max drawdown

-29.20%

Mar 2015 → Feb 2016

% positive months

47.2%

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
2 Mar 2016	₹17.4600
1 Mar 2016	₹17.1400
29 Feb 2016	₹16.6100
26 Feb 2016	₹16.6700
25 Feb 2016	₹16.5500
24 Feb 2016	₹16.6400
23 Feb 2016	₹16.8500
22 Feb 2016	₹17.0900
19 Feb 2016	₹17.0200
18 Feb 2016	₹17.0100

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.

DWS Alpha Equity Fund Reg Plan-Dividend is a Growth from Deutsche (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

DWS Alpha Equity Fund Reg Plan-Dividend 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.

DWS Alpha Equity Fund Reg Plan-Dividend is managed by Deutsche. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, DWS Alpha Equity Fund Reg Plan-Dividend has delivered a absolute return of -25.13% — -32.23 pp behind the Growth category average of 7.10%. The fund ranks #273 of 307 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, DWS Alpha Equity Fund Reg Plan-Dividend has delivered a CAGR of 2.36% — +1.6 pp ahead of the Growth category average of 0.76%. The fund ranks #159 of 264 in its category — the third (Q3) quartile.

Over the trailing 5-year window, DWS Alpha Equity Fund Reg Plan-Dividend has delivered a CAGR of 1.37% — +1.35 pp ahead of the Growth category average of 0.02%. The fund ranks #142 of 208 in its category — the third (Q3) quartile.

₹1 lakh invested in DWS Alpha Equity Fund Reg Plan-Dividend exactly 10 years ago would be worth approximately ₹103,682 today — a multiplier of 1.04×, based on the 10-year CAGR of 0.36%. The category average over the same window would have grown ₹1 lakh to ₹200,432.

A ₹10,000 monthly SIP in DWS Alpha Equity Fund Reg Plan-Dividend over the last 5 years — total invested ₹600,000 — would be worth ₹598,926 today. That's an XIRR (money-weighted annualised return) of -0.07%.

DWS Alpha Equity Fund Reg Plan-Dividend doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹864,446 — XIRR 0.81%.

On a 5-year basis, DWS Alpha Equity Fund Reg Plan-Dividend ranks #142 out of 208 funds in the Growth category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 0.02%; this fund delivered 1.37%.

The worst peak-to-trough decline DWS Alpha Equity Fund Reg Plan-Dividend has experienced over the last 5-year window is 29.20% — its NAV fell from a high on 03 Mar 2015 to a low on 12 Feb 2016. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, DWS Alpha Equity Fund Reg Plan-Dividend averaged 1.98% (best 12.59%, worst -7.73%). 62% of rolling windows ended positive. The 5-year Sharpe ratio is -0.26 — negative risk-adjusted performance.

In calendar year 2015, DWS Alpha Equity Fund Reg Plan-Dividend returned -12.07% — lagging the Growth category average of -3.94% by 8.13 pp. It ranked #88 of 99 in its category that year.

DWS Alpha Equity Fund Reg Plan-Dividend 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. DWS Alpha Equity Fund Reg Plan-Dividend 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. Worst 5-year drawdown: 29.2%. 5-year CAGR: 1.37%.

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