IDBI Midcap Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

IDBI Midcap Growth Direct Plan

NAV
₹31.9304
+0.28%
(20 Feb)
AUM
331 Cr
TER
1.44%
Risk
Very High Risk
Rating
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+21.5%
+20.0%
+19.1%
+19.1%
+15.4%
+10.1%
3Y
+28.4%
+27.2%
+27.6%
+27.4%
+22.6%
+21.5%
5Y
+22.7%
+23.7%
NA
+23.2%
+19.2%
+15.9%
ALL
+21.1%
+18.6%
+23.3%
+21.7%
+15.8%
+13.7%
VOL
15.9%
16.7%
14.5%
16.7%
-
17.0%
TER
0.5%
0.7%
0.5%
0.4%
-
1.4%
AUM
₹10,058 Cr
₹41,727 Cr
₹4,468 Cr
₹13,802 Cr
-
₹331 Cr
INFO
1.32
1.11
1.61
1.30
-
0.80
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
IDBI Midcap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
UNO Minda Ltd
3.8%
Treps
3.6%
The Federal Bank Ltd
3.1%
Shakti Pumps (India) Ltd
2.7%
Bharat Electronics Ltd
2.4%
Persistent Systems Ltd
2.1%
PI Industries Ltd
2.0%
APL Apollo Tubes Ltd
2.0%
Mahindra & Mahindra Financial Services Ltd
2.0%
SRF Ltd
2.0%
Top industry exposure
Consumer Cyclical
20.9%
Financial Services
20.3%
Industrials
14.7%
Basic Materials
9.2%
Technology
9.1%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
39%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund 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.
Fund manager(s)
Karan Doshi
Dikshit Mittal

FAQs