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
₹31.7874
+0.49%
(11 Aug)
AUM
338 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 above 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
+16.1%
+6.8%
+3.8%
+2.8%
+0.1%
-2.5%
3Y
+29.0%
+26.2%
+26.7%
+28.8%
+21.3%
+20.2%
5Y
+30.2%
+31.4%
+30.7%
+34.8%
+26.5%
+23.4%
ALL
+21.8%
+22.2%
+21.1%
+23.7%
+16.8%
+14.4%
VOL
16.1%
16.9%
15.8%
17.7%
-
17.3%
TER
0.6%
0.4%
0.8%
0.7%
-
1.3%
AUM
₹7,802 Cr
₹10,988 Cr
₹84,061 Cr
₹33,609 Cr
-
₹338 Cr
INFO
1.36
1.31
1.34
1.34
-
0.84
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 Jul
Top holdings
Shakti Pumps (India) Ltd
3.8%
UNO Minda Ltd
3.3%
The Federal Bank Ltd
3.0%
Treps
2.9%
Trent Ltd
2.4%
Coromandel International Ltd
2.2%
Bharat Electronics Ltd
2.2%
Indian Hotels Co Ltd
2.1%
SRF Ltd
2.1%
Mahindra & Mahindra Financial Services Ltd
2.0%
Top industry exposure
Consumer Cyclical
22.9%
Industrials
17.8%
Financial Services
17.1%
Technology
9.5%
Basic Materials
9.1%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
55%
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