DWS Alpha Equity Fund-Regular Plan

DWS Alpha Equity fund is being managed by Aniket Inamdar. Aniket has 15 years experience in fund management and took over in June 2007. He follows a combination of top-down and bottom-up strategy. It has a decent long term performance in the past but its performance dipped considerably in the last year. If you have invested in this fund, you may exit now. If you are a new investor you can skip this one for a better performing large cap fund. 

Where does DWS Alpha Equity fund invest your money?

DWS Alpha Equity is a large cap fund which invests your money in across large, mid and small cap stocks of high growth companies. DWS Alpha Equity has 96.67% exposure to giant and large size companies and 3.3% exposure to medium size companies. Large cap companies tend to be stable compared to mid cap and small cap companies. Mid size companies have the potential to become large companies and when that happens you are expected to get bumper returns.

Suitable for what?
  • Child's education
  • Child's marriage
  • Buying house
  • Planning for retirement
Not suitable for what?
  • Creation of wealth
  • Short term needs
Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment.
Not Recommended
How has DWS Alpha Equity fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Jan 2003 the value of your investments would be around Rs 7.98 lakhs. If you had invested Rs 1 lakh five years back it would have become Rs 1.09 lakhs. The performance has been not better than or similar to other diversified mutual funds. The fund has been giving at around 1.75% every year for those who stayed invested for last 5 years.

Assume you had invested Rs 10,000 every month in DWS Alpha Equity through SIP for the past 5 years today you would have just around Rs 7.25 lakhs.

What charges apply?

A onetime fee of Rs 100 is charged on investments over Rs 10, 000 made through distributors. If you are a first time investor in mutual funds an additional Rs 50 is charged to cover KYC expenses. This is deducted from your investment and can be skipped if you buy directly from the mutual fund via their website or offices.

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of DWS Alpha Equity Fund is 2.50%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio. 

When to exit?

Withdraw when your goals are closer to achievement. Do not remove the money when the markets go up or down. Do not panic. Stick to your goals.

What are the tax implications?

The returns in a mutual fund are absolutely tax free, provided you did not withdraw within 1 year. DWS Alpha Equity does not qualify for sec 80 C ELSS benefits.

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