Should I invest in DWS CAPITAL PROTECTION ORIENTED FUND-Gr?

We don't give personal investment advice. DWS CAPITAL PROTECTION ORIENTED FUND-Gr is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding.

Deutsche

DWS CAPITAL PROTECTION ORIENTED FUND-Gr

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%	+0.06%	-0.06	15 / 37	Q2
1W	+0.12%	-7.52%	+7.63	21 / 40	Q3
2W	+0.17%	-7.64%	+7.82	24 / 40	Q3
1M	+0.15%	-7.66%	+7.81	20 / 40	Q2
3M	+0.97%	-9.18%	+10.15	11 / 40	Q2
6M	+1.57%	-5.67%	+7.24	20 / 39	Q3
YTD	+1.24%	-3.70%	+4.95	15 / 40	Q2
1Y	+7.85%	-4.99%	+12.84	18 / 41	Q2
2Y	+3.89%	-11.97%	+15.86	19 / 40	Q2
3Y	+6.66%	-14.60%	+21.25	11 / 38	Q2
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+6.68%	-12.19%	+18.87	13 / 44	Q2

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
2010 YTD	+1.24%	-7.06%	+8.30	23 / 32
2009	+17.05%	+37.12%	-20.07	22 / 31
2008	-12.01%	-26.22%	+14.21	7 / 29
2007	—	—	—	—

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

+4.43%

25 windows

min -12.7% · max 21.4%

68% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+6.66%

1 window

min 6.7% · max 6.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

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

8.63%

3-year · annualised

Sharpe ratio

0.04

vs risk-free 6.5%

Sortino ratio

0.05

Downside-only deviation

Max drawdown

-16.48%

Jan 2008 → Oct 2008

% positive months

72.2%

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
1 Jun 2010	₹12.1563
26 May 2010	₹12.1421
19 May 2010	₹12.1352
12 May 2010	₹12.1393
5 May 2010	₹12.1387
28 Apr 2010	₹12.1329
21 Apr 2010	₹12.1203
15 Apr 2010	₹12.1227
7 Apr 2010	₹12.1199
31 Mar 2010	₹12.0873

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 CAPITAL PROTECTION ORIENTED FUND-Gr is a Balanced from Deutsche (Unknown plan, IDCW (dividend) option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

DWS CAPITAL PROTECTION ORIENTED FUND-Gr has NAV history starting from 06 Jun 2007, a track record of about 19 years. 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 CAPITAL PROTECTION ORIENTED FUND-Gr is managed by Deutsche. It's classified by AMFI under the 'Balanced' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, DWS CAPITAL PROTECTION ORIENTED FUND-Gr has delivered a absolute return of 7.85% — +12.84 pp ahead of the Balanced category average of -4.99%. The fund ranks #18 of 41 in its category — the second (Q2) quartile.

Over the trailing 3-year window, DWS CAPITAL PROTECTION ORIENTED FUND-Gr has delivered a CAGR of 6.66% — +21.25 pp ahead of the Balanced category average of -14.60%. The fund ranks #11 of 38 in its category — the second (Q2) quartile.

DWS CAPITAL PROTECTION ORIENTED FUND-Gr doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in DWS CAPITAL PROTECTION ORIENTED FUND-Gr exactly 3 years ago would be worth approximately ₹121,324 today — a multiplier of 1.21×, based on the 3-year CAGR of 6.66%. The category average over the same window would have grown ₹1 lakh to ₹62,293.

A ₹10,000 monthly SIP in DWS CAPITAL PROTECTION ORIENTED FUND-Gr over the last 3 years — total invested ₹360,000 — would be worth ₹395,268 today. That's an XIRR (money-weighted annualised return) of 6.16%.

DWS CAPITAL PROTECTION ORIENTED FUND-Gr doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹395,268 — XIRR 6.16%.

On a 3-year basis, DWS CAPITAL PROTECTION ORIENTED FUND-Gr ranks #11 out of 38 funds in the Balanced category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is -14.60%; this fund delivered 6.66%.

The worst peak-to-trough decline DWS CAPITAL PROTECTION ORIENTED FUND-Gr has experienced over the last 3-year window is 16.48% — its NAV fell from a high on 02 Jan 2008 to a low on 29 Oct 2008. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, DWS CAPITAL PROTECTION ORIENTED FUND-Gr averaged 6.66% (best 6.66%, worst 6.66%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.04 — weak risk-adjusted performance.

In calendar year 2009, DWS CAPITAL PROTECTION ORIENTED FUND-Gr returned 17.05% — lagging the Balanced category average of 37.12% by 20.07 pp. It ranked #22 of 31 in its category that year.

DWS CAPITAL PROTECTION ORIENTED FUND-Gr is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. DWS CAPITAL PROTECTION ORIENTED FUND-Gr is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding.

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