Should I invest in DWS Alpha Equity Fund Reg Plan?

We don't give personal investment advice. DWS Alpha Equity Fund Reg Plan-Growth 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: 21.4%. 5-year CAGR: 9.08%.

Deutsche

DWS Alpha Equity Fund Reg Plan-Growth

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	+1.88%	+0.06%	+1.82	16 / 299	Q1
1W	+4.96%	-3.61%	+8.57	10 / 303	Q1
2W	+3.97%	-4.52%	+8.49	30 / 303	Q1
1M	-2.08%	-5.64%	+3.55	179 / 302	Q3
3M	-5.43%	-4.27%	-1.16	199 / 302	Q3
6M	-3.78%	+1.48%	-5.26	198 / 307	Q3
YTD	-6.25%	-0.18%	-6.07	190 / 309	Q3
1Y	-13.09%	+7.10%	-20.19	238 / 307	Q4
2Y	+17.21%	+2.20%	+15.01	78 / 303	Q2
3Y	+15.66%	+0.76%	+14.91	52 / 264	Q1
4Y	+13.51%	+0.58%	+12.93	39 / 235	Q1
5Y	+9.08%	+0.02%	+9.06	59 / 208	Q2
7Y	+16.36%	+3.12%	+13.24	8 / 130	Q1
10Y	+9.74%	+7.20%	+2.54	21 / 68	Q2
Inception	+9.83%	+0.51%	+9.31	65 / 310	Q1

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	-6.25%	+1.07%	-7.32	73 / 88
2015	+2.02%	-3.94%	+5.96	33 / 99
2014	+43.55%	+34.59%	+8.97	37 / 133
2013	+7.95%	+0.03%	+7.92	18 / 154
2012	+22.42%	+23.57%	-1.15	115 / 190
2011	-26.17%	-23.68%	-2.49	160 / 241
2010	+16.79%	+11.69%	+5.10	81 / 256
2009	+62.53%	+65.86%	-3.33	154 / 238
2008	-48.64%	-52.86%	+4.22	39 / 198
2007	+64.80%	+42.91%	+21.88	22 / 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

+14.61%

109 windows

min -49.3% · max 78.5%

75% positive

3-Year rolling

+9.86%

85 windows

min -2.5% · max 23.9%

89% positive

5-Year rolling

+8.28%

61 windows

min -1.6% · max 16.8%

97% positive

7-Year rolling

+9.72%

36 windows

min 4.7% · max 16.6%

100% 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

14.23%

3-year · annualised

Sharpe ratio

0.63

vs risk-free 6.5%

Sortino ratio

1.29

Downside-only deviation

Max drawdown

-17.85%

Mar 2015 → Feb 2016

% positive months

55.6%

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	₹115.7600
1 Mar 2016	₹113.6200
29 Feb 2016	₹110.0700
26 Feb 2016	₹110.4600
25 Feb 2016	₹109.6600
24 Feb 2016	₹110.2900
23 Feb 2016	₹111.6800
22 Feb 2016	₹113.2700
19 Feb 2016	₹112.8300
18 Feb 2016	₹112.7100

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-Growth 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-Growth 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-Growth 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-Growth has delivered a absolute return of -13.09% — -20.19 pp behind the Growth category average of 7.10%. The fund ranks #238 of 307 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, DWS Alpha Equity Fund Reg Plan-Growth has delivered a CAGR of 15.66% — +14.91 pp ahead of the Growth category average of 0.76%. The fund ranks #52 of 264 in its category — the top (Q1) quartile.

Over the trailing 5-year window, DWS Alpha Equity Fund Reg Plan-Growth has delivered a CAGR of 9.08% — +9.06 pp ahead of the Growth category average of 0.02%. The fund ranks #59 of 208 in its category — the second (Q2) quartile.

₹1 lakh invested in DWS Alpha Equity Fund Reg Plan-Growth exactly 10 years ago would be worth approximately ₹253,415 today — a multiplier of 2.53×, based on the 10-year CAGR of 9.74%. 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-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹804,574 today. That's an XIRR (money-weighted annualised return) of 11.67%.

DWS Alpha Equity Fund Reg Plan-Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,215,605 — XIRR 10.38%.

On a 5-year basis, DWS Alpha Equity Fund Reg Plan-Growth ranks #59 out of 208 funds in the Growth category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 0.02%; this fund delivered 9.08%.

The worst peak-to-trough decline DWS Alpha Equity Fund Reg Plan-Growth has experienced over the last 5-year window is 21.37% — its NAV fell from a high on 05 Apr 2011 to a low on 20 Dec 2011. 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-Growth averaged 8.28% (best 16.79%, worst -1.59%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.22 — weak risk-adjusted performance.

In calendar year 2015, DWS Alpha Equity Fund Reg Plan-Growth returned 2.02% — beating the Growth category average of -3.94% by 5.96 pp. It ranked #33 of 99 in its category that year.

DWS Alpha Equity Fund Reg Plan-Growth 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-Growth 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: 21.4%. 5-year CAGR: 9.08%.

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