Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
IDBI Small Cap (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 Dec
Top holdings
Apollo Micro Systems Ltd Ordinary Shares
3.5%
Allied Blenders and Distillers Ltd
3.2%
Treps
2.9%
Navin Fluorine International Ltd
2.4%
Manorama Industries Ltd
2.4%
Arvind Fashions Ltd
2.2%
Pricol Ltd
2.2%
Avalon Technologies Ltd
2.1%
Concord Enviro Systems Ltd
2.0%
Kirloskar Oil Engines Ltd
1.9%
Top industry exposure
Industrials
33.8%
Basic Materials
14.4%
Consumer Cyclical
13.8%
Consumer Defensive
8.4%
Financial Services
7.7%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
74%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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.