• Mutual Funds
  • IDBI Mutual Funds
  • IDBI Midcap Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

Formerly IDBI Midcap Fund Reg DP

IDBI Mutual Funds

IDBI Midcap Fund of Income Distribution cum Cap Wdrl (PIDCW-A)

EquityMid Cap

15.93

NAV (Jan 24)

NA
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in mid cap.

Click here to see our recommendations.

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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

5 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

209 Cr. Small within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    No Lock-in
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Historical NAV

15.93

NAV (Jan 24)

Fund Returns

Last 1Y

28%

Last 3Y

17.7%

Last 5Y

NA

Last 10Y

NA

Since Inception

9.8%

6 Month CAGR

2.8%

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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

2.53

Launched (5y ago)

Jan 25, 2017

AUM in Crores

208.750

ISIN

INF397L01JL6

Lock-in

No Lock-in

Benchmark

IISL Nifty Midcap 150 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Alok Ranjan

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

₹ 23,716 cr

5

₹ 5,282 cr

5

₹ 5,841 cr

5

₹ 4,433 cr

5

₹ 3,651 cr

5

amc-icon

About the AMC

IDBI Asset Management Limited

IDBI Asset Management Limited manages assets worth 4,176 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

  • tel-amc-about
    022-66442800
  • mail-amc-about
    contactus@idbimutual.co.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    16.3%

    10.4%

    19.4%

    15%

    4.8%

    7.3%

    5.2%

    7.3%

    18.7%

    14.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
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    IDBI Midcap Fund of Income Distribution cum Cap Wdrl (PIDCW-A) Review

    IDBI Midcap Fund of Income Distribution cum Cap Wdrl (PIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 9.8% over a period of 5 years. The fund was previously known as IDBI Midcap Fund Reg DP. The fund is managed by IDBI Asset Management Limited. The fund manager’s name is Alok Ranjan.

    Nav of IDBI Midcap Fund of Income Distribution cum Cap Wdrl (PIDCW-A) as of 24/01/2022 is ₹15.93 with the total AUM as of 25/01/2022 is ₹208.75. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDBI Midcap Fund of Income Distribution cum Cap Wdrl (PIDCW-A) was launched on Jan 25, 2017. The category risk of the fund is Very High Risk.

    The minimum SIP amount for IDBI Midcap Fund of Income Distribution cum Cap Wdrl (PIDCW-A) 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 of Income Distribution cum Cap Wdrl (PIDCW-A) 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 of Income Distribution cum Cap Wdrl (PIDCW-A) is rated as a 2 fund in Equity and delivered 28% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDBI Midcap Fund of Income Distribution cum Cap Wdrl (PIDCW-A).

    Frequently Asked Questions

    What is IDBI Midcap Fund of Income Distribution cum Cap Wdrl (PIDCW-A)?

    How to invest in IDBI Midcap Fund of Income Distribution cum Cap Wdrl (PIDCW-A)?

    What is the minimum sip amount of IDBI Midcap Fund of Income Distribution cum Cap Wdrl (PIDCW-A)?

    Is IDBI Midcap Fund of Income Distribution cum Cap Wdrl (PIDCW-A) good to invest in?

    What is the expense ratio of the IDBI Midcap Fund of Income Distribution cum Cap Wdrl (PIDCW-A)?