• Mutual Funds
  • IDFC Mutual Funds
  • IDFC Midcap Fund (Growth)
IDFC Mutual Funds

IDFC Midcap Fund (Growth)

EquityMid Cap

10.135

NAV (Dec 02)

1.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

10.135

NAV (Dec 2)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

1.4%

6 Month CAGR

NA

Scheme Information

Investment Objective

The Fund seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities of mid cap segment.

Expense Ratio

2.51

Launched (0y ago)

Aug 18, 2022

AUM in Crores

611.271

ISIN

INF194KB1DM6

Lock-in

No Lock-in

Benchmark

S&P BSE 150 MidCap TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Nishita Doshi

Fund Manager

Ritu Modi

Fund Manager

Sachin Relekar

Fund Manager

Harshal Joshi

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

triparty repo

42%
42%

icici bank ltd

4.9%
4.9%

tvs motor co ltd

3.8%
3.8%

tata chemicals ltd

3.4%
3.4%

trent ltd

3.1%
3.1%
See all holdings

Allocation by Sector

consumer cyclical

22.5%
22.5%

basic materials

13.1%
13.1%

industrials

8.7%
8.7%

financial services

7.9%
7.9%

technology

2.5%
2.5%
See all sectors

Compare IDFC Midcap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

IDFC Asset Management Company Limited

IDFC Asset Management Company Limited manages assets worth 124,459 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,204 debt and 27 hybrid funds.

amc-img

  • 022-66289999
  • investormf@idfc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.7%

    7.6%

    26.1%

    16.5%

    23.8%

    18.3%

    -

    -8.6%

    -

    -8.6%

    IDFC Midcap Fund (G) Review

    IDFC Midcap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 1.4% over a period of 0 years. The fund is managed by IDFC Asset Management Company Limited. The fund managers are Harshal Joshi, Nishita Doshi, Ritu Modi, Sachin Relekar.

    Nav of IDFC Midcap Fund (G) as of 12/2/2022 is ₹10.13 with the total AUM as of 12/4/2022 is ₹611.271. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Midcap Fund (G) was launched on Aug 18, 2022. The category risk of the fund is Very High Risk.

    The minimum SIP amount for IDFC Midcap Fund (G) is ₹0 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.

    IDFC 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 S&P BSE 150 MidCap TR INR.

    IDFC Midcap Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with IDFC Midcap Fund (G).

    Frequently Asked Questions

    What is IDFC Midcap Fund (G)?

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

    How to invest in IDFC Midcap Fund (G)?

    You can invest in IDFC 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 IDFC Midcap Fund (G)?

    The minimum sip amount for IDFC Midcap Fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is IDFC Midcap Fund (G) good to invest in?

    As per Scripbox experts, IDFC Midcap Fund (G) is a Not Reviewed Yet fund. You can investIDFC 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 IDFC Midcap Fund (G)?

    The expense ratio of the IDFC Midcap Fund (G) is 2.51% for regular plan.