Should I invest in DWS Investment Opportunity Fund Reg Plan?

We don't give personal investment advice. DWS Investment Opportunity Fund Reg Plan - Dividend 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: 51.7%. 5-year CAGR: -11.49%.

Deutsche

DWS Investment Opportunity Fund Reg Plan - Dividend 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	20 / 299	Q1
1W	+4.15%	-3.61%	+7.76	24 / 303	Q1
2W	+2.86%	-4.52%	+7.38	46 / 303	Q1
1M	-3.35%	-5.64%	+2.29	203 / 302	Q3
3M	-20.61%	-4.27%	-16.34	267 / 302	Q4
6M	-19.65%	+1.48%	-21.13	272 / 307	Q4
YTD	-7.77%	-0.18%	-7.59	206 / 309	Q3
1Y	-46.26%	+7.10%	-53.36	297 / 307	Q4
2Y	-21.29%	+2.20%	-23.49	290 / 303	Q4
3Y	-18.21%	+0.76%	-18.97	245 / 264	Q4
4Y	-12.46%	+0.58%	-13.04	217 / 235	Q4
5Y	-11.49%	+0.02%	-11.51	194 / 208	Q4
7Y	-0.61%	+3.12%	-3.73	120 / 130	Q4
10Y	-1.77%	+7.20%	-8.97	65 / 68	Q4
Inception	-1.79%	+0.51%	-2.30	248 / 310	Q4

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	78 / 88
2015	-37.09%	-3.94%	-33.15	96 / 99
2014	+4.60%	+34.59%	-29.99	129 / 133
2013	-14.95%	+0.03%	-14.98	145 / 154
2012	+24.46%	+23.57%	+0.89	109 / 190
2011	-28.13%	-23.68%	-4.45	186 / 241
2010	+14.28%	+11.69%	+2.59	116 / 256
2009	+54.74%	+65.86%	-11.12	175 / 238
2008	-54.99%	-52.86%	-2.13	88 / 198
2007	+89.49%	+42.91%	+46.57	5 / 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

+4.70%

109 windows

min -55.1% · max 94.2%

51% positive

3-Year rolling

+0.22%

85 windows

min -18.8% · max 22.1%

49% positive

5-Year rolling

-0.21%

61 windows

min -12.7% · max 13.8%

46% positive

7-Year rolling

-0.18%

36 windows

min -7.0% · max 6.8%

47% 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

27.60%

3-year · annualised

Sharpe ratio

-0.81

vs risk-free 6.5%

Sortino ratio

-0.89

Downside-only deviation

Max drawdown

-50.02%

Mar 2013 → Feb 2016

% positive months

47.2%

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
2 Mar 2016	₹13.2900
1 Mar 2016	₹13.0500
29 Feb 2016	₹12.6500
26 Feb 2016	₹12.7300
25 Feb 2016	₹12.6600
24 Feb 2016	₹12.7600
23 Feb 2016	₹12.9200
22 Feb 2016	₹13.1100
19 Feb 2016	₹13.0400
18 Feb 2016	₹13.0300

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 - Dividend 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 - Dividend 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 - Dividend 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 - Dividend Option has delivered a absolute return of -46.26% — -53.36 pp behind the Growth category average of 7.10%. The fund ranks #297 of 307 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, DWS Investment Opportunity Fund Reg Plan - Dividend Option has delivered a CAGR of -18.21% — -18.97 pp behind the Growth category average of 0.76%. The fund ranks #245 of 264 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, DWS Investment Opportunity Fund Reg Plan - Dividend Option has delivered a CAGR of -11.49% — -11.51 pp behind the Growth category average of 0.02%. The fund ranks #194 of 208 in its category — the bottom (Q4) quartile.

₹1 lakh invested in DWS Investment Opportunity Fund Reg Plan - Dividend Option exactly 10 years ago would be worth approximately ₹83,638 today — a multiplier of 0.84×, based on the 10-year CAGR of -1.77%. 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 - Dividend Option over the last 1 year — total invested ₹120,000 — would be worth ₹93,927 today. That's an XIRR (money-weighted annualised return) of -37.46%.

DWS Investment Opportunity Fund Reg Plan - Dividend Option doesn't yet have 10 years of NAVs. Over the longest available window (1-year SIP), ₹10,000/month would have grown to ₹93,927 — XIRR -37.46%.

On a 5-year basis, DWS Investment Opportunity Fund Reg Plan - Dividend Option ranks #194 out of 208 funds in the Growth category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 0.02%; this fund delivered -11.49%.

The worst peak-to-trough decline DWS Investment Opportunity Fund Reg Plan - Dividend Option has experienced over the last 5-year window is 51.70% — its NAV fell from a high on 15 Jan 2013 to a low on 29 Feb 2016. 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 - Dividend Option averaged -0.21% (best 13.81%, worst -12.71%). 46% of rolling windows ended positive. The 5-year Sharpe ratio is -0.64 — negative risk-adjusted performance.

In calendar year 2015, DWS Investment Opportunity Fund Reg Plan - Dividend Option returned -37.09% — lagging the Growth category average of -3.94% by 33.15 pp. It ranked #96 of 99 in its category that year.

DWS Investment Opportunity Fund Reg Plan - Dividend 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 - Dividend 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: 51.7%. 5-year CAGR: -11.49%.

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