DWS Investment Opportunity Fund- Regular Plan

DWS Investment Opportunity Fund is being managed by Aniket Inamdar. Aniket has over 15 years experience in Fund management and has been at the helm of affairs of this fund from June 2007.This fund’s performance has been below the category average in most periods except in the 5-year return period where it was in the average category. If you have invested in this fund, exit now to invest in a better performing fund. If you are a new investor you can safely skip this one.

Where does DWS Investment Opportunity Fund invest your money?

DWS Investment Opportunity Fund is a multi cap fund which means your money is invested in giant, large, medium and small size companies. It has about 93.03% allocation in stocks of large cap companies, 6.17% allocation in mid cap companies and 12% in small cap companies. Large cap companies tend to be stable compared to mid cap and .80% small cap companies. Yet exposure to mid cap companies is not avoided due to prospects of kicker returns which unfortunately does not happen often.

Suitable for what?
  • Child's education
  • Child's marriage
  • Buying house
  • Planning for retirement
Not suitable for what?
  • Creation of wealth
  • Lifestyle needs
Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment.
Not Recommended
How has DWS Investment Opportunity Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Jan 2004 the value of your investments would be around Rs 3.7 lakhs. If you had invested Rs 1 lakh five years back it would have become Rs 1.01 lakhs. The performance has been poor as compared to other mutual funds in this category. The fund has been giving at around 0.21% every year for those who stayed invested for last 5 years.

Assume you had invested Rs 10,000 every month in DWS Investment Opportunity Fund through SIP for the last 5 years today you would have around Rs 7.09 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 90 days an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn thereafter. Expense ratio of  DWS Investment Opportunity Fund is 2.77%. 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 did not withdraw within 1 year. DWS Investment Opportunity Fund does not qualify for sec 80C ELSS benefits.

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