Deutsche
DWS Investment Opportunity Fund DWS Investment Opportunity Fund Wealth Plan- Dividend Option Plan - Growth Option
Category
Growth
Plan type
Growth
Structure
Open-ended
AMFI Scheme Code
111917
ISIN (Growth)
—
ISIN (Dividend)
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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% | +1.77 | 21 / 299 | Q1 |
| 1W | +4.21% | -3.61% | +7.81 | 22 / 303 | Q1 |
| 2W | +2.87% | -4.52% | +7.39 | 45 / 303 | Q1 |
| 1M | -3.36% | -5.64% | +2.27 | 206 / 302 | Q3 |
| 3M | -6.58% | -4.27% | -2.31 | 207 / 302 | Q3 |
| 6M | -5.44% | +1.48% | -6.92 | 211 / 307 | Q3 |
| YTD | -7.76% | -0.18% | -7.58 | 205 / 309 | Q3 |
| 1Y | -14.00% | +7.10% | -21.10 | 243 / 307 | Q4 |
| 2Y | +14.81% | +2.20% | +12.61 | 95 / 303 | Q2 |
| 3Y | +13.69% | +0.76% | +12.93 | 67 / 264 | Q2 |
| 4Y | +12.06% | +0.58% | +11.48 | 51 / 235 | Q1 |
| 5Y | +7.81% | +0.02% | +7.79 | 71 / 208 | Q2 |
| 7Y | +12.46% | +3.12% | +9.34 | 25 / 130 | Q1 |
| 10Y | — | — | — | — | — |
| Inception | +12.75% | +0.51% | +12.24 | 41 / 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 | -7.76% | +1.07% | -8.83 | 77 / 88 |
| 2015 | +0.68% | -3.94% | +4.62 | 41 / 99 |
| 2014 | +39.11% | +34.59% | +4.52 | 52 / 133 |
| 2013 | +7.31% | +0.03% | +7.29 | 24 / 154 |
| 2012 | +24.51% | +23.57% | +0.94 | 107 / 190 |
| 2011 | -28.20% | -23.68% | -4.52 | 187 / 241 |
| 2010 | +14.26% | +11.69% | +2.57 | 117 / 256 |
| 2009 | — | — | — | — |
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
+11.24%
72 windows
min -26.2% · max 60.6%
71% positive
3-Year rolling
+8.70%
47 windows
min -4.6% · max 22.5%
81% positive
Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.
5-Year rolling
+8.89%
23 windows
min 4.8% · max 13.1%
100% positive
Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.
7-Year rolling
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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
14.44%
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 | ₹23.2900 |
| 1 Mar 2016 | ₹22.8700 |
| 29 Feb 2016 | ₹22.1700 |
| 26 Feb 2016 | ₹22.3100 |
| 25 Feb 2016 | ₹22.1800 |
| 24 Feb 2016 | ₹22.3500 |
| 23 Feb 2016 | ₹22.6500 |
| 22 Feb 2016 | ₹22.9700 |
| 19 Feb 2016 | ₹22.8600 |
| 18 Feb 2016 | ₹22.8400 |
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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 DWS Investment Opportunity Fund Wealth Plan- Dividend Option 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 DWS Investment Opportunity Fund Wealth Plan- Dividend Option Plan - Growth Option has NAV history starting from 29 Apr 2009, a track record of about 17 years 1 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 DWS Investment Opportunity Fund Wealth Plan- Dividend Option 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 DWS Investment Opportunity Fund Wealth Plan- Dividend Option Plan - Growth Option has delivered a absolute return of -14.00% — -21.1 pp behind the Growth category average of 7.10%. The fund ranks #243 of 307 in its category — the bottom (Q4) quartile.
Over the trailing 3-year window, DWS Investment Opportunity Fund DWS Investment Opportunity Fund Wealth Plan- Dividend Option Plan - Growth Option has delivered a CAGR of 13.69% — +12.93 pp ahead of the Growth category average of 0.76%. The fund ranks #67 of 264 in its category — the second (Q2) quartile.
Over the trailing 5-year window, DWS Investment Opportunity Fund DWS Investment Opportunity Fund Wealth Plan- Dividend Option Plan - Growth Option has delivered a CAGR of 7.81% — +7.79 pp ahead of the Growth category average of 0.02%. The fund ranks #71 of 208 in its category — the second (Q2) quartile.
₹1 lakh invested in DWS Investment Opportunity Fund DWS Investment Opportunity Fund Wealth Plan- Dividend Option Plan - Growth Option exactly 5 years ago would be worth approximately ₹145,654 today — a multiplier of 1.46×, based on the 5-year CAGR of 7.81%. The category average over the same window would have grown ₹1 lakh to ₹100,100.
A ₹10,000 monthly SIP in DWS Investment Opportunity Fund DWS Investment Opportunity Fund Wealth Plan- Dividend Option Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹767,813 today. That's an XIRR (money-weighted annualised return) of 9.79%.
DWS Investment Opportunity Fund DWS Investment Opportunity Fund Wealth Plan- Dividend Option Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹767,813 — XIRR 9.79%.
On a 5-year basis, DWS Investment Opportunity Fund DWS Investment Opportunity Fund Wealth Plan- Dividend Option Plan - Growth Option ranks #71 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 7.81%.
The worst peak-to-trough decline DWS Investment Opportunity Fund DWS Investment Opportunity Fund Wealth Plan- Dividend Option Plan - Growth Option has experienced over the last 5-year window is 22.49% — 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 DWS Investment Opportunity Fund Wealth Plan- Dividend Option Plan - Growth Option averaged 8.89% (best 13.10%, worst 4.84%). 100% 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 DWS Investment Opportunity Fund Wealth Plan- Dividend Option Plan - Growth Option returned 0.68% — beating the Growth category average of -3.94% by 4.62 pp. It ranked #41 of 99 in its category that year.
DWS Investment Opportunity Fund DWS Investment Opportunity Fund Wealth Plan- Dividend Option 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 DWS Investment Opportunity Fund Wealth Plan- Dividend Option 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
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.