IDBI Long Term Value Fund-Regular Plan-IDCW

IDBI Long Term Value Fund-Regular Plan-IDCW is a scheme launched by IDBI Mutual Fund on August 20, 2018, and falls under the Value fund category. It currently manages an AUM of Rs 194.94 crore. The fund permits investments with a minimum SIP of Rs 1000 and a lump sum of Rs 5000. It charges an expense ratio of 2.41% for managing the portfolio.

• Investing Strategy:

  to generate long-term capital appreciation along with regular income by investing predominantly in equity and equity related instruments by following value investing strategy

• Performance:

  IDBI Long Term Value Fund-Regular Plan-IDCW trailing returns over different times are -6.16% (1 year), 15.88% (3 year) and 18.81% (5 year). The average annual return of this fund stands at -8.98%.