IDBI Midcap Fund Direct Growth

Equity
Mid Cap
Very High Risk
14.02%
3Y annualised
-1.91% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 27 Jan 2023₹17.47
Min. SIP amount₹500
Rating1
Fund size₹188.24Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns-3.1%14.0%6.2%9.7%
Category average2.2%18.5%9.5%NA
Rank with in category272220NA
Understand terms

Holdings (58)

NameSectorInstrumentAssets
The Federal Bank Ltd.FinancialEquity4.6%
UNO Minda Ltd.AutomobileEquity4.0%
Trent Ltd.ServicesEquity3.9%
ICICI Bank Ltd.FinancialEquity3.5%
PI Industries Ltd.ChemicalsEquity3.1%
Bharat Electronics Ltd.Capital GoodsEquity3.1%
Supreme Industries Ltd.ChemicalsEquity2.8%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity2.6%
Astral Ltd.ChemicalsEquity2.4%
Balkrishna Industries Ltd.AutomobileEquity2.4%
See All

Expense ratio, exit load and tax

Expense ratio: 1.62%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 12 months.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Alok Ranjan
Aug 2021 - Present
View details

Education
Mr. Ranjan has done MBA (Finance), BSc Physics (Honors)
Experience
Prior to joining IDBI Asset Management Limited he was associated with Shriram Asset Management Ltd. as Fund Manager (Equity), Way2wealth Securities Ltd. as Head of Research and Advisory and First Global Ltd. as Vice President- Research.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
4th Floor, IDBI Tower,WTC Complex, Cuffe Parade,Colaba, Mumbai 400005
Phone
022-66442800 / 1800-419-4324
Launch Date
29 Mar 2010
Website
NA
IDBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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