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DWS Investment Opportunity Fund - Regular Plan (G)

PLAN: Regular OPTIONS: Growth
55.650 0.3 (0.54%)

NAV as on 24 Nov, 2014

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Deutsche Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Mar 2014) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Close DWS Investment Opportunity Fund - Regular Plan will continue to remain open for fresh investments.
Benchmark Index:
 
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Returns (NAV as on 24 Nov, 2014)

Period Returns (%) Rank #
1 mth 7.1 110
3 mth 10.5 108
6 mth 19.3 111
1 year 43.9 125
2 year 25.6 48
3 year 22.1 56
5 year 9.8 56

# Moneycontrol Rank within 183 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.2 16.6 5.8 - -
2013 -4.8 4.1 -2.1 8.2 7.4
2012 11.1 -1.0 8.8 2.8 24.5
2011 -11.0 -1.0 -11.1 -7.3 -28.4
2010 1.9 -1.2 14.9 -5.0 13.1
2009 -3.9 39.1 18.8 5.2 70.3

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 7.1 10.5 19.3 43.9 25.6 22.1 9.8
Category avg 6.9 10.3 20.7 46.6 11.7 10.4 5.2
Difference of Fund returns and Category returns 0.2 0.2 -1.4 -2.7 13.9 11.7 4.6
Best of category 10.5 19.8 45.4 83.5 50.7 41.6 23.3
Worst of category -5.7 -19.0 0.6 13.8 12.1 7.8 -6.4
Benchmark returns # 6.8 8.4 16.4 43.1 23.3 21.9 10.4
Difference of Fund returns and Benchmark returns 0.3 2.1 2.9 0.8 2.3 0.2 -0.6
DWS Investment Opportunity Fund - Regular Plan (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

To generate capital appreciation on the portfolio over a long term by actively investing in different asset classes as per market conditions.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 29, 2004
Benchmark S&P BSE 200
Asset Size (Rs cr) 52.06 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Akash Singhania
View performance of schemes managed by the Fund Manager
Notes DWS Investment Opportunity Fund - Regular Plan will continue to remain open for fresh investments.

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1.00% if redeemed /switched out within 1 year of allotment.

Contact Details

Regd. Office 2nd floor, 222 Kodak House, Dr. D.N. Road, Fort, Mumbai, 400001
Tel. No. 91 22/ 66 58 43 00 /05/42
Fax No. 91 22/ 66 58 43 10 / 22 07 44
Email dws.mutual@db.com
Website http://www.dws-india.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund - Direct (G) Not Ranked
1,523.73 10.5 20.3 68.7 -- --
HDFC Equity Fund (G) Rank 3
14,114.11 10.3 19.9 67.5 28.2 16.2
Reliance Equity Oppor - RP (G) Rank 3
7,603.88 17.3 31.4 72.4 32.6 22.1
Reliance Equity Oppor - IP (G) Not Ranked
7.49 17.4 31.6 72.7 32.9 -6.4
Reliance Equity Oppor -Direct (G) Not Ranked
369.45 17.5 32.0 73.7 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
TTK Prestige Cons Durable - 5.88
ICICI Bank Banking/Finance - 5.36
Infosys Technology - 4.67
HDFC Bank Banking/Finance - 4.50
TCS Technology - 4.29
Larsen Engineering - 3.27
HDFC Banking/Finance - 3.10
ITC Tobacco - 2.92
Axis Bank Banking/Finance - 2.89
Tata Motors Automotive - 2.82

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 24.70 30.33 21.84
Technology 14.22 19.71 8.76
Automotive 12.64 12.64 7.41
Cons Durable 6.93 6.93 0.99
Engineering 6.54 9.91 4.70
Cement 5.52 6.83 0.55

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 92.98
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.99

View All

Concentration

Holdings (%)
Top 5 24.70
Top 10 39.70
Sector (%)
Top 3 51.56

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