Deutsche
DWS MONEY PLUS FUND - INST DAILY 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 | +0.00% | +0.03% | -0.03 | 9 / 11 | Q4 |
| 1W | +0.02% | +0.01% | +0.01 | 7 / 11 | Q3 |
| 2W | +0.00% | +0.02% | -0.02 | 7 / 11 | Q3 |
| 1M | +0.00% | +0.20% | -0.20 | 8 / 11 | Q3 |
| 3M | +0.00% | +0.48% | -0.48 | 7 / 11 | Q3 |
| 6M | +0.01% | +1.19% | -1.19 | 8 / 11 | Q3 |
| YTD | +0.00% | +0.28% | -0.28 | 5 / 11 | Q2 |
| 1Y | +0.00% | +2.78% | -2.78 | 8 / 11 | Q3 |
| 2Y | +0.00% | +3.03% | -3.03 | 8 / 11 | Q3 |
| 3Y | +0.00% | +3.06% | -3.06 | 9 / 11 | Q4 |
| 4Y | +0.61% | +2.68% | -2.08 | 6 / 10 | Q3 |
| 5Y | +0.49% | +2.94% | -2.46 | 7 / 9 | Q4 |
| 7Y | +0.45% | +2.14% | -1.69 | 6 / 9 | Q3 |
| 10Y | — | — | — | — | — |
| Inception | +0.34% | -61.35% | +61.69 | 7 / 29 | 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 | +0.00% | +0.34% | -0.34 | 5 / 9 |
| 2015 | +0.00% | +3.53% | -3.53 | 8 / 9 |
| 2014 | +0.00% | +4.00% | -4.00 | 7 / 9 |
| 2013 | +0.00% | +3.59% | -3.59 | 8 / 9 |
| 2012 | +2.45% | +1.29% | +1.16 | 4 / 8 |
| 2011 | +0.00% | +3.09% | -3.09 | 7 / 8 |
| 2010 | +0.00% | +0.53% | -0.53 | 6 / 10 |
| 2009 | +0.71% | 0.00% | +0.71 | 4 / 11 |
| 2008 | +0.00% | +2.22% | -2.22 | 8 / 10 |
| 2007 | +0.00% | +4.93% | -4.93 | 17 / 28 |
| 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 |
|---|---|
| 2 Mar 2016 | ₹10.3262 |
| 1 Mar 2016 | ₹10.3262 |
| 29 Feb 2016 | ₹10.3262 |
| 26 Feb 2016 | ₹10.3239 |
| 25 Feb 2016 | ₹10.3233 |
| 24 Feb 2016 | ₹10.3237 |
| 23 Feb 2016 | ₹10.3240 |
| 22 Feb 2016 | ₹10.3262 |
| 18 Feb 2016 | ₹10.3262 |
| 17 Feb 2016 | ₹10.3262 |
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.