Fund Suitability Test
Returns
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | 0.17% | 0.47% | 0.97% |
| 1M | 2.91% | 4.73% | 4.35% |
| 3M | 9.69% | 10.09% | 9.28% |
| 6M | 33.09% | 28.32% | 14.63% |
| 1Y | 52.59% | 49% | 28.51% |
| 2Y | 31.38% | 32.42% | 20.3% |
| 3Y | 20.65% | 23.94% | 14.79% |
| 5Y | 25.86% | 29.23% | 19.63% |
| ALL | 14.88% | 23.06% | 14.44% |
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Risk Analysis
Helps you understand the fund’s risk levels.
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 14.87% | 0.98% | 0.99% | -4.46% |
| Category | 0% | 0% | 0% | 0% |
Riskometer
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SIP Returns Calculator
A simple tool to calculate your SIP returns.
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Start SIPPortfolio Summary (as on 30-Apr-2024)
An insight into your portfolio composition.
Equity98.52% Others1.46%
Equity Market Cap
Top 5 Sectors of Equity
Financial 18.56%
Services 15.01%
Automobile 14.22%
Capital Goods 10.08%
Materials 7.37%
Top 5 Companies of Equity
Trent Ltd. 3.95%
UNO Minda Ltd. 3.42%
Shakti Pumps (India) Ltd. 3.15%
ICICI Bank Ltd. 2.96%
The Federal Bank Ltd. 2.71%
Others Market Cap
Top 5 Sectors of Others
Others 1.46%
Top 5 Companies of Others
Others 1.73%
Others -0.27%
Check out the favourite sectors and companies of this fund
Detail Portfolio AnalysisAlternative Fund Category Peer View
Check out the other Mutual Funds in this category
More Funds From IDBI Mutual Fund
| Scheme Name | 1M | 3M | 6M | 1Y | 5Y | |
|---|---|---|---|---|---|---|
| IDBI Dividend Yield Fund - Regular Plan - Growth | 2.73% | 14.91% | 27.95% | 62.95% | 26.12% | |
| IDBI Midcap Fund Growth Regular | 2.91% | 9.69% | 33.09% | 52.56% | 25.86% | |
| IDBI Healthcare Fund - Regular Plan - Growth | 6.01% | 18.09% | 21.46% | 49.86% | 24.19% | |
| IDBI Long Term Value Fund-Regular Plan-Growth | 2.69% | 15.66% | 22.7% | 45.33% | 21.48% | |
| IDBI Focused 30 Equity Fund - Growth Regular | 4.95% | 13.46% | 24.25% | 31.56% | 19.67% |
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Chat with usFrequently Asked Questions
What is the current NAV of IDBI Midcap Fund IDCW Regular?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of IDBI Midcap Fund IDCW Regular as of 13-09-2024 is 28.9396.
What is the benchmark of IDBI Midcap Fund IDCW Regular?
IDBI performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is IDBI Midcap Fund IDCW Regular a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of IDBI Midcap Fund IDCW Regular?
The fund's top 5 sectors holdings are Financial, Services, Automobile, Capital Goods, Materials, Others
How can I redeem my investments in IDBI Midcap Fund IDCW Regular?
Redeeming your investments in IDBI Midcap Fund IDCW Regular is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Alok Ranjan, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of IDBI Midcap Fund IDCW Regular?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of IDBI Midcap Fund IDCW Regular?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of IDBI Midcap Fund IDCW Regular is Rs 191.2 Crs. Crs.
Should I invest in IDBI Midcap Fund IDCW Regular?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in IDBI Midcap Fund IDCW Regulars?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
