Deutsche
DWS Insta Cash Plus Fund-Institutional 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 | +0.02% | +0.34% | -0.32 | 42 / 110 | Q2 |
| 1W | +0.11% | +0.31% | -0.20 | 32 / 107 | Q2 |
| 2W | +0.23% | +0.36% | -0.14 | 30 / 106 | Q2 |
| 1M | +0.45% | +0.37% | +0.08 | 25 / 106 | Q1 |
| 3M | +1.34% | +0.70% | +0.64 | 24 / 105 | Q1 |
| 6M | +2.70% | -0.73% | +3.42 | 24 / 105 | Q1 |
| YTD | +0.92% | -1.59% | +2.51 | 23 / 102 | Q1 |
| 1Y | +5.80% | -0.61% | +6.41 | 21 / 100 | Q1 |
| 2Y | +6.21% | -0.86% | +7.07 | 22 / 96 | Q1 |
| 3Y | +6.66% | -1.06% | +7.72 | 21 / 89 | Q1 |
| 4Y | +7.27% | -1.39% | +8.66 | 13 / 86 | Q1 |
| 5Y | +7.63% | +0.08% | +7.55 | 12 / 76 | Q1 |
| 7Y | +6.99% | -1.37% | +8.35 | 12 / 53 | Q1 |
| 10Y | +7.27% | +3.10% | +4.17 | 4 / 16 | Q1 |
| Inception | +7.32% | -1.26% | +8.58 | 15 / 110 | 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 | +0.92% | +1.80% | -0.87 | 11 / 33 |
| 2015 | +5.91% | +2.35% | +3.56 | 10 / 38 |
| 2014 | +6.67% | +2.71% | +3.96 | 13 / 47 |
| 2013 | +7.81% | +0.78% | +7.03 | 15 / 64 |
| 2012 | +9.39% | +155.04% | -145.65 | 9 / 65 |
| 2011 | +8.78% | -0.45% | +9.23 | 9 / 67 |
| 2010 | +5.36% | -1.24% | +6.60 | 6 / 73 |
| 2009 | +5.32% | +0.17% | +5.15 | 5 / 75 |
| 2008 | +9.13% | +2.60% | +6.53 | 6 / 61 |
| 2007 | +8.04% | +0.04% | +8.00 | 4 / 48 |
| 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.
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 | 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.
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 |
|---|---|
| 4 Mar 2016 | ₹22.1396 |
| 3 Mar 2016 | ₹22.1360 |
| 2 Mar 2016 | ₹22.1324 |
| 1 Mar 2016 | ₹22.1288 |
| 29 Feb 2016 | ₹22.1255 |
| 28 Feb 2016 | ₹22.1222 |
| 26 Feb 2016 | ₹22.1157 |
| 25 Feb 2016 | ₹22.1126 |
| 24 Feb 2016 | ₹22.1093 |
| 23 Feb 2016 | ₹22.1061 |
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.
- time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
- primary goal is capital preservation or steady accrual, not high growth
- tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.