Should I invest in DWS Investment Opportunity Fund Reg Plan?

We don't give personal investment advice. DWS Investment Opportunity Fund Reg Plan - Growth 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. Worst 5-year drawdown: 22.5%. 5-year CAGR: 7.83%.

Deutsche

DWS Investment Opportunity Fund Reg Plan - Growth 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	+1.84%	+0.06%	+1.78	19 / 299	Q1
1W	+4.19%	-3.61%	+7.80	23 / 303	Q1
2W	+2.86%	-4.52%	+7.38	47 / 303	Q1
1M	-3.36%	-5.64%	+2.28	204 / 302	Q3
3M	-6.57%	-4.27%	-2.30	206 / 302	Q3
6M	-5.47%	+1.48%	-6.95	213 / 307	Q3
YTD	-7.77%	-0.18%	-7.59	207 / 309	Q3
1Y	-14.03%	+7.10%	-21.13	244 / 307	Q4
2Y	+14.81%	+2.20%	+12.61	94 / 303	Q2
3Y	+13.68%	+0.76%	+12.92	68 / 264	Q2
4Y	+12.05%	+0.58%	+11.47	52 / 235	Q1
5Y	+7.83%	+0.02%	+7.81	70 / 208	Q2
7Y	+16.04%	+3.12%	+12.93	10 / 130	Q1
10Y	+9.46%	+7.20%	+2.26	22 / 68	Q2
Inception	+9.54%	+0.51%	+9.02	70 / 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	-7.77%	+1.07%	-8.84	79 / 88
2015	+0.69%	-3.94%	+4.63	40 / 99
2014	+39.09%	+34.59%	+4.50	54 / 133
2013	+7.35%	+0.03%	+7.32	23 / 154
2012	+24.49%	+23.57%	+0.92	108 / 190
2011	-28.12%	-23.68%	-4.44	185 / 241
2010	+14.28%	+11.69%	+2.60	115 / 256
2009	+70.30%	+65.86%	+4.44	117 / 238
2008	-54.91%	-52.86%	-2.05	87 / 198
2007	+89.24%	+42.91%	+46.32	6 / 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

+15.96%

109 windows

min -55.0% · max 97.0%

71% positive

3-Year rolling

+9.46%

85 windows

min -4.6% · max 22.5%

84% positive

5-Year rolling

+7.70%

61 windows

min -3.0% · max 17.1%

93% positive

7-Year rolling

+9.28%

36 windows

min 2.6% · max 16.3%

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

14.43%

3-year · annualised

Sharpe ratio

0.50

vs risk-free 6.5%

Sortino ratio

0.96

Downside-only deviation

Max drawdown

-18.64%

Aug 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	₹51.4900
1 Mar 2016	₹50.5600
29 Feb 2016	₹49.0100
26 Feb 2016	₹49.3300
25 Feb 2016	₹49.0500
24 Feb 2016	₹49.4200
23 Feb 2016	₹50.0800
22 Feb 2016	₹50.7900
19 Feb 2016	₹50.5400
18 Feb 2016	₹50.4900

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 Investment Opportunity Fund Reg Plan - Growth Option 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 Investment Opportunity Fund Reg Plan - Growth 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.

DWS Investment Opportunity Fund Reg Plan - Growth Option 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 Investment Opportunity Fund Reg Plan - Growth Option has delivered a absolute return of -14.03% — -21.13 pp behind the Growth category average of 7.10%. The fund ranks #244 of 307 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, DWS Investment Opportunity Fund Reg Plan - Growth Option has delivered a CAGR of 13.68% — +12.92 pp ahead of the Growth category average of 0.76%. The fund ranks #68 of 264 in its category — the second (Q2) quartile.

Over the trailing 5-year window, DWS Investment Opportunity Fund Reg Plan - Growth Option has delivered a CAGR of 7.83% — +7.81 pp ahead of the Growth category average of 0.02%. The fund ranks #70 of 208 in its category — the second (Q2) quartile.

₹1 lakh invested in DWS Investment Opportunity Fund Reg Plan - Growth Option exactly 10 years ago would be worth approximately ₹246,836 today — a multiplier of 2.47×, based on the 10-year CAGR of 9.46%. The category average over the same window would have grown ₹1 lakh to ₹200,432.

A ₹10,000 monthly SIP in DWS Investment Opportunity Fund Reg Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹767,742 today. That's an XIRR (money-weighted annualised return) of 9.79%.

DWS Investment Opportunity Fund Reg Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,146,294 — XIRR 8.73%.

On a 5-year basis, DWS Investment Opportunity Fund Reg Plan - Growth Option ranks #70 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 7.83%.

The worst peak-to-trough decline DWS Investment Opportunity Fund Reg Plan - Growth Option has experienced over the last 5-year window is 22.48% — 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 Investment Opportunity Fund Reg Plan - Growth Option averaged 7.70% (best 17.12%, worst -3.05%). 93% of rolling windows ended positive. The 5-year Sharpe ratio is 0.14 — weak risk-adjusted performance.

In calendar year 2015, DWS Investment Opportunity Fund Reg Plan - Growth Option returned 0.69% — beating the Growth category average of -3.94% by 4.63 pp. It ranked #40 of 99 in its category that year.

DWS Investment Opportunity Fund Reg Plan - Growth 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. DWS Investment Opportunity Fund Reg Plan - Growth 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. Worst 5-year drawdown: 22.5%. 5-year CAGR: 7.83%.

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