- Mutual Funds
- IDBI Mutual Funds
- IDBI Midcap Fund (Growth)
Mid cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.72
NAV (Jun 2)
Fund Returns
Last 1Y | 13.7% |
Last 3Y | 25.2% |
Last 5Y | 9% |
Last 10Y | NA |
Since Inception | 9.4% |
6 Month CAGR | 0.9% |
Scheme Information
The objective of the scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. However there can be no assurance that the investment objective under the scheme will be realized.
Expense Ratio | 2.5 |
Launched (6y ago) | Jan 25, 2017 |
AUM in Crores | 173.382 |
ISIN | INF397L01JO0 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16.7 |
Standard Deviation (5yr) | 21.5 |
Beta (3yr) | 0.94 |
Beta (5yr) | 0.91 |
Sharpe Ratio (3yr) | 1.241 |
Sharpe Ratio (5yr) | 0.26 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| IDBI Midcap Fund (Growth) | 9,12,156 | 1,79,544 | 9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
the federal bank ltd
4.6%uno minda ltd
4.2%icici bank ltd
3.7%supreme industries ltd
3.3%pi industries ltd
3.2%Allocation by Sector
consumer cyclical
26%financial services
21.6%industrials
19%basic materials
13.9%healthcare
4.8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 14,448 cr | ||
₹ 8,056 cr | ||
₹ 10,178 cr | ||
₹ 8,860 cr | ||
₹ 7,811 cr |
About the AMC
IDBI Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
23.5% | 13.8% | ||
4.4% | 7.1% | ||
4.3% | 4.8% | ||
4.4% | 5.4% | ||
23.2% | 13.6% |
IDBI Midcap Fund (G) Review
IDBI Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 9.4% over a period of 6 years. The fund is managed by IDBI Asset Management Limited. The fund manager’s name is Alok Ranjan.
Nav of IDBI Midcap Fund (G) as of 6/2/2023 is ₹17.72 with the total AUM as of 6/4/2023 is ₹173.382. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDBI Midcap Fund (G) was launched on Jan 25, 2017. The category risk of the fund is Very High Risk.
The minimum SIP amount for IDBI Midcap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
IDBI Midcap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Midcap 150 TR INR.
IDBI Midcap Fund (G) is rated as a 1 fund in Equity and delivered 13.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDBI Midcap Fund (G).
Frequently Asked Questions
What is IDBI Midcap Fund (G)?
How to invest in IDBI Midcap Fund (G)?
You can invest in IDBI Midcap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of IDBI Midcap Fund (G)?
The minimum sip amount for IDBI Midcap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is IDBI Midcap Fund (G) good to invest in?
As per Scripbox experts, IDBI Midcap Fund (G) is a Not Recommended fund. You can investIDBI Midcap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the IDBI Midcap Fund (G)?
The expense ratio of the IDBI Midcap Fund (G) is 2.5% for regular plan.