DWS Investment Opportunity Fund- Wealth

DWS Investment Opportunity Wealth fund is being managed by Aniket Inamdar since inception. The fund’s performance has been unconvincing and has been a laggard. 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- Wealth invest your money ?

DWS Investment Opportunity Wealth Fund is a large and mid cap fund which means your money is invested in large and medium size companies across sectors. The fund invests about 94.24% in large companies, 4.96% in medium size companies and .80% in small companies. Large cap companies tend to be stable compared to mid cap and small cap companies. Yet exposure to mid cap companies is not totally avoided due to prospects of kicker returns.

Suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Vehicle Purchase
Not Suitable for?
  • Creating wealth
  • Short term needs
  • Lifestyle needs
Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
How has DWS Investment Opportunity Fund- Wealth performed in the past?

If you had invested Rs 1 lakh when the fund was launched in April 2009 the value of your investments would be around Rs 1.66 lakhs. The performance has been worse as compared to other diversified mutual funds. The fund has been giving at around 0.15% 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 past 5 years today you would have around Rs 5.24 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 No exit load applies for units withdrawn post one year. 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 do not withdraw within 1 year. DWS Investment Opportunity Wealth does not qualify for sec 80C ELSS benefits.

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