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  • IDBI Midcap Fund (Growth)
IDBI Mutual Funds

IDBI Midcap Fund (Growth)

EquityMid Cap

17.72

NAV (Jun 02)

9%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in mid cap mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

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Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical 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

Investment Objective

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

Alok Ranjan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
IDBI Midcap Fund (Growth)70%9,12,156 1,79,5449%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2023-06-02

Top Stock Holdings

the federal bank ltd

4.6%
4.6%

uno minda ltd

4.2%
4.2%

icici bank ltd

3.7%
3.7%

supreme industries ltd

3.3%
3.3%

pi industries ltd

3.2%
3.2%
See all holdings

Allocation by Sector

consumer cyclical

26%
26%

financial services

21.6%
21.6%

industrials

19%
19%

basic materials

13.9%
13.9%

healthcare

4.8%
4.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset Tax Saver Fund (G)
Mirae Asset Tax Saver Fund (G)

₹ 14,448 cr

₹ 8,056 cr

₹ 10,178 cr

₹ 8,860 cr

₹ 7,811 cr

About the AMC

IDBI Asset Management Limited

IDBI Asset Management Limited manages assets worth 3,590 crores and was set up on 25 January 2010. It's current offering of mutual fund schemes includes 40 equity,35 debt and 8 hybrid funds.amc-img
022-66442800
contactus@idbimutual.co.in
Fund NameScripbox 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)?

IDBI Midcap Fund (G) is a Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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.