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

IDBI Midcap IDCW Reinvest Direct Plan

NAV
₹28.9668
+3.78%
(12 May)
AUM
306 Cr
TER
1.33%
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
+18.8%
+18.8%
+11.1%
+11.1%
+9.5%
+8.1%
3Y
+30.4%
+30.4%
+27.5%
+27.5%
+21.3%
+22.0%
5Y
+38.3%
+38.3%
+34.3%
+34.3%
+27.5%
+30.0%
ALL
+22.9%
+22.9%
+20.6%
+20.6%
+13.2%
+17.7%
VOL
19.6%
19.6%
17.5%
17.5%
17.5%
-
TER
0.6%
0.6%
0.9%
0.9%
1.3%
-
AUM
₹27,780 Cr
₹27,780 Cr
₹72,610 Cr
₹72,610 Cr
₹306 Cr
-
INFO
1.17
1.17
1.18
1.18
0.75
-
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 IDCW Reinvest (DR)
₹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 30th Apr
Top holdings
Shakti Pumps (India) Ltd
4.0%
UNO Minda Ltd
3.1%
The Federal Bank Ltd
2.9%
SRF Ltd
2.8%
Trent Ltd
2.7%
Bharat Electronics Ltd
2.6%
Indian Hotels Co Ltd
2.5%
Coromandel International Ltd
2.3%
Alkem Laboratories Ltd
2.2%
Treps
2.1%
Top industry exposure
Consumer Cyclical
26.7%
Industrials
19.2%
Financial Services
14.3%
Basic Materials
9.2%
Technology
7.7%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
62%
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