IDBI Small Cap Fund - Regular - Growth+0.3%

-13.7%
1 Year Return
Equity
Small Cap
3.0 star
1Y

Fund Details

IDBI Small Cap Fund - Regular - Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.94%
NAV9.2 (07-Dec-2018)
Fund Started21-Jun-2017
Fund Size238 Cr

Returns

Fund
1Y
3Y
5Y
IDBI Small Cap Fund - Regular - Growth
-13.7%
NA
NA

SIP Calculator

I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with -13.7% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    Cons
    1. Age is less than 5 years
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    CBLO(CCIL)7.2%Current AssetsMoney Market--11.1
    General Insurance Corporation of India Ltd.4.0%Financial ServicesEquityLarge Cap6.2
    Elantas Beck India Ltd.3.3%ChemicalsEquitySmall Cap5.0
    AIA Engineering Ltd.3.1%Industrial ManufacturingEquityMid Cap4.7
    3M India Ltd.3.1%ServicesEquityMid Cap4.7
    Grindwell Norton Ltd.2.9%Industrial ManufacturingEquityMid Cap4.5
    Cholamandalam Investment and Finance Company Ltd.2.9%Financial ServicesEquityMid Cap4.5
    NRB Bearings Ltd.2.8%Industrial ManufacturingEquitySmall Cap4.4
    Isgec Heavy Engineering Limited.2.8%Industrial ManufacturingEquityMid Cap4.4
    Transport Corporation of India 2.8%ServicesEquitySmall Cap4.3
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    About IDBI Mutual Fund

    IDBI Mutual Fund started their mutual fund on 29/03/2010 and its managing total assets of Rs. 9,570 Cr. Its ranked at 25 as per total assets at end of 30th Sep 2016.

    IDBI bank is one the largest bank in the countries and has played a subsequently large role in the economic and financial progress of the country. It has been in the financial industry for over 40 years has developed itself into a commercial bank since then.

    IDBI boasts of having a host a of innovative products and presents a wide counter of mutual funds keeping in mind investor objectives. The asset management company pioneers to bring about world class service to its investors through strategic investing decisions that will optimize investor's capital.

    The mission of the company states that it looks to assist a common man to make informed investment decisions through mutual funds, which will further help the investor attain prosperity through the capital market.

    Launch Date28 Mar 2010
    Address5th floor, Mafatlal Centre, Nariman Point Mumbai 400021
    Assets9,570 Cr
    SponsorNA
    Phone022-6644 2800
    Emailcontactus@idbimutual.co.in
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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