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DWDWS MFGrowth

DWS Monthly Income - Plan B - Growth

hybridHybrid - Conservative Hybrid FundBenchmark: CRISIL Hybrid 85+15 - Conservative Index
NAV · 19 Sep 2008₹12.35-0.01%
AUM₹1 Cr
Expense Ratio2.25%
CAGR—
Exit Load0.5%
Min SIP—
Launched2004

Investment Objective

The scheme aims to generate regular income by investing in fixed income and money market instruments, to facilitate periodic distributions. It would also invest a small portion in equity or equity related instruments to generate capital appreciation

Fund Mandate

Debt90%–100%
Equity0%–10%
Asset Allocation
Other100.0%
Fund Managers
NG
Nitish Gupta
Fund Manager
Key Information
2.25%
—
₹5,000
0.5%
Nil
Inception10 Feb 2004
AMCDWS MF
Top Holdings
1Trent*21.87%
2Cash & Current Assets21.41%
3Tata Sons*16.16%
4Infrastructure Development Finance Co.*15.66%
5Housing & Urban Development Corporation*14.89%
6Reliance Industries*2.87%
7Bharti Airtel*2.81%
8I T C*2.21%
9Jain Irrigation Systems*2.12%
Sector Allocation
Other100.0%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for DWS Monthly Income - Plan B - Growth.

DWS MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.25%
0.5%
Nil
—
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme