DWS Global Agri Business Offshore Fund

DWS Global Agri Business Offshore Fund is managed by Mr. Aniket Inamdar. The scheme seeks to generate long-term capital growth by investing predominantly in units of overseas mutual funds, focusing on agriculture and/or would be direct and indirect beneficiaries of the anticipated growth in the agriculture and/or affiliated/allied sectors. This fund has given an average performance. New investors can skip this fund for a better performing fund in this category.

 

Where does DWS Global Agri Business Offshore Fund invest your money?

DWS Global Agri Business Offshore Fund will be investing predominantly in units of DWS Invest Global Agribusiness Fund (Underlying Fund) - registered in Luxembourg. The underlying fund invests in land and plantation, seed and fertilizer, planting, harvesting, protecting and irrigation, food processing and manufacturing companies, offering investors the opportunity to capture value at various points along the 'food chain'.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
How has DWS Global Agri Business Offshore Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in May 2010, your value of investments would be around Rs 1.31 lakhs. The performance has been similar to or other funds in this category. The fund has been giving around 13.77% returns for those who have stayed invested since inception. 

Assume you had invested Rs 10,000 every month in DWS Global Agri Business Offshore Fund through SIP since inception today you would have around Rs 4.14 lakhs.

How will DWS Global Agri Business Offshore Fund perform in the future?

Needless to say no one can predict the future of markets. We have firm belief in the future prospects of the Indian economy. If the Indian economy grows at 9% then the leading companies tend to do well. When the companies do well their stock prices follow their performance. So if you expect the economy to grow at 8% then you can expect top performing mutual funds to give you returns in excess of 14%.

Mutual fund schemes that have exposure to mid-sized companies tend to show results when their bet on few companies comes true. We advise you to avoid too much of star gazing and future prediction. Be reminded that equities are one of the asset classes that have the potential to beat inflation. Your aim for core portfolio should be to beat inflation.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Recommended
When to exit?

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

How frequently you need to monitor the performance?

Once you invest in the fund do not get into the habit of checking the NAV daily or monthly. Review the performance once a quarter. Look out for news and developments that can affect the sector as a whole.

What are the charges applicable?

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 from the date of allotment an exit load of 1% is charged. No exit load applies for units withdrawn post one year. Expense ratio of DWS Global Agri Business Offshore Fund is 1.84%. 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.

What are the tax implications?

The returns in a mutual fund are absolutely tax free, provided you do not withdraw within 1 year. 

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