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
₹28.2907
-1.64%
(10 Feb)
AUM
327 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
+32.2%
+32.2%
+18.7%
+14.2%
+14.2%
+13.0%
3Y
+29.2%
+29.2%
+18.3%
+25.8%
+25.8%
+19.6%
5Y
+27.6%
+27.6%
+20.4%
+26.4%
+26.4%
+22.9%
ALL
+23.8%
+23.8%
+14.1%
+21.2%
+21.2%
+18.2%
VOL
19.5%
19.5%
17.3%
17.3%
17.3%
-
TER
0.7%
0.7%
1.3%
0.8%
0.8%
-
AUM
₹26,421 Cr
₹26,421 Cr
₹327 Cr
₹77,967 Cr
₹77,967 Cr
-
INFO
1.22
1.22
0.81
1.23
1.23
-
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 31st Jan
Top holdings
Shakti Pumps (India) Ltd
5.1%
Trent Ltd
3.8%
UNO Minda Ltd
3.3%
The Federal Bank Ltd
2.6%
SRF Ltd
2.6%
Indian Hotels Co Ltd
2.4%
Bharat Electronics Ltd
2.4%
Persistent Systems Ltd
2.3%
Alkem Laboratories Ltd
2.1%
Treps
2.0%
Top industry exposure
Consumer Cyclical
30.0%
Industrials
22.7%
Financial Services
11.6%
Technology
8.9%
Basic Materials
7.3%
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