Small 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).
These funds invest in the smallest companies listed on the exchanges.
Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.
Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
₹ 143 Cr
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Outperformance Consistency metric has been Satisfactory
View all 7 analysis
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NAV (Oct 4)
6 Month CAGR
The Investment 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 Small Cap companies. However there can be no assurance that the investment objective under the Scheme will be realized.
Launched (5y ago)
Jun 21, 2017
AUM in Crores
IISL Nifty Smallcap 250 TR INR
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
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.
elgi equipments ltd6.9%
fine organic industries ltd ordinary shares4.7%
grindwell norton ltd4.7%
kei industries ltd4.5%
timken india ltd4.2%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 4,714 cr
₹ 10,218 cr
₹ 14,940 cr
₹ 10,218 cr
₹ 14,940 cr
IDBI Asset Management Limited
IDBI Asset Management Limited manages assets worth 3,788 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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
IDBI Small Cap Fund (RIDCW-A) is a Small Cap Equity fund and has delivered an annualised return of 12.3% over a period of 5 years. The fund was previously known as IDBI Small Cap Fund Reg DR. The fund is managed by IDBI Asset Management Limited. The fund manager’s name is Alok Ranjan.
Nav of IDBI Small Cap Fund (RIDCW-A) as of 10/4/2022 is ₹18.62 with the total AUM as of 10/5/2022 is ₹143.133. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDBI Small Cap Fund (RIDCW-A) was launched on Jun 21, 2017. The category risk of the fund is Very High Risk.
The minimum SIP amount for IDBI Small Cap Fund (RIDCW-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 Small Cap Fund (RIDCW-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 Smallcap 250 TR INR.
IDBI Small Cap Fund (RIDCW-A) is rated as a 2 fund in Equity and delivered 11.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDBI Small Cap Fund (RIDCW-A).
What is IDBI Small Cap Fund (RIDCW-A)?
How to invest in IDBI Small Cap Fund (RIDCW-A)?
You can invest in IDBI Small Cap Fund (RIDCW-A) 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 Small Cap Fund (RIDCW-A)?
The minimum sip amount for IDBI Small Cap Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is IDBI Small Cap Fund (RIDCW-A) good to invest in?
As per Scripbox experts, IDBI Small Cap Fund (RIDCW-A) is a Neutral fund. You can investIDBI Small Cap Fund (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the IDBI Small Cap Fund (RIDCW-A)?
The expense ratio of the IDBI Small Cap Fund (RIDCW-A) is 2.54% for regular plan.