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IDBI Midcap Fund Growth Regular IDBI Midcap Fund Growth Regular

IDBI Midcap Fund Growth Regular - Portfolio Analysis

  • ₹26.62 (-0.03%)

    Current NAV 09-05-2025

  • 8.41%

    Returns

  • Min. SIP ₹1000

    Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 31-Mar-2025)

Allocation of Equity and Debt Asset Classes.

  • Equity 96.97%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Mid Cap 65.03
Small Cap 20.6
Large Cap 11.34

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Industrial Products

Auto Components

Finance

Retailing

IT - Software

Consumer Durables

Chemicals & Petrochemicals

Pharmaceuticals & Biotechnology

Leisure Services

Fertilizers & Agrochemicals

Banks

Textiles & Apparels

Healthcare Services

Aerospace & Defense

Realty

Transport Services

Food Products

Industrial Manufacturing

Telecom - Services

Power

Capital Markets

Agricultural, Commercial & Construction Vehicles

Diversified

Oil

Entertainment

Beverages

Electrical Equipment

IT - Services

Automobiles

Cigarettes & Tobacco Products

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
07-Mar-2024
Holdings PE Ratio
07-Mar-2024
1Y Return
SHAKTI PUMPS (INDIA) LIMITED EQ Small Cap Industrial Products (41.22) 4.68% 25.23 136.56%
TRENT LIMITED EQ NEW FV Re. 1/- Large Cap Retailing (49.36) 3.38% 117.54 16.05%
UNO MINDA LIMITED EQ NEW FV RS. 2/- Mid Cap Auto Components (95.28) 3.07% 73.31 30.06%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/- Mid Cap Banks (18.14) 2.87% 10.81 15.24%
SRF LIMITED EQ Mid Cap Chemicals & Petrochemicals (65.36) 2.75% 78.06 32.63%
THE INDIAN HOTELS COMPANY LIMITED EQ NEW FV RE.1/- Mid Cap Leisure Services (76.47) 2.55% 57.34 41.39%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- Large Cap Aerospace & Defense (49.08) 2.53% 46.23 39.56%
VOLTAS LIMITED EQ NEW FV RE.1/- Mid Cap Consumer Durables (65.82) 2.29% 48.59 -3.15%
Persistent Systems Ltd Mid Cap IT - Software 2.13% - 0%
COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- Mid Cap Fertilizers & Agrochemicals (15.82) 2.1% 18.4 18.6%
ALKEM LABORATORIES LIMITED EQ Mid Cap Pharmaceuticals & Biotechnology (38.82) 2.1% 57.92 -8.63%
GARWARE HI-TECH FILMS LIMITED EQ Small Cap Industrial Products (39.69) 2.04% 23.88 104.02%
CONTAINER CORPORATION OF INDIA LTD. EQ NEW FV RS. 5/- Mid Cap Transport Services (35.08) 2.03% 30.54 -32.63%
Manorama Industries Limited Small Cap Food Products 1.89% - 0%
TATA COMMUNICATIONS LIMITED EQ Mid Cap Telecom - Services (85.39) 1.83% 174.94 65.69%
SCHAEFFLER INDIA LIMITED EQ NEW FV RS. 2/- Mid Cap Auto Components (45.53) 1.81% 60.2 -1.38%
TORRENT POWER LIMITED EQ NEW FV RS.10/- Mid Cap Power (20.39) 1.81% 28.05 14.02%
AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- Mid Cap Pharmaceuticals & Biotechnology (44.11) 1.73% 19.96 6.32%
BHARAT FORGE LIMITED EQ NEW FV RS. 2/- Mid Cap Auto Components (26.29) 1.71% 0 0%
MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD EQ NEW FV RS.2/- Mid Cap Finance (27.08) 1.7% 14.11 3.19%
CHOLAMANDALAM INVESTMENT AND FIN. CO. LTD EQ NEW FV RS. 2/- Large Cap Finance (26.13) 1.69% 28.3 41.05%
PAGE INDUSTRIES LIMITED EQ NEW FV RS.10/- Mid Cap Textiles & Apparels (62.21) 1.68% 0 35.98%
BALKRISHNA INDUSTRIES LIMITED EQ NEW F.V RS.2/- Mid Cap Auto Components (29.63) 1.67% 30.03 11.14%
APL APOLLO TUBES LIMITED EQ NEW FV RS. 2/- Mid Cap Industrial Products (26.02) 1.64% 63.18 12.34%
ENDURANCE TECHNOLOGIES LIMITED EQ NEW FV RS.. 10/- Mid Cap Auto Components (44.5) 1.63% 0 25.18%
NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED EQ Mid Cap Capital Markets (30.91) 1.61% 31.03 9.69%
MUTHOOT FINANCE LIMITED EQ Mid Cap Finance (27.08) 1.59% 18.19 35.14%
METRO BRANDS LIMITED EQ NEW FV Rs.5/- Mid Cap Consumer Durables (61.3) 1.58% 72.25 5.15%
GLOBAL HEALTH LIMITED EQ Small Cap Healthcare Services (94.51) 1.56% 64.56 -13.79%
POWER FINANCE CORPORATION LTD. EQ Large Cap Finance (12.6) 1.53% 5.59 -6.02%
PI INDUSTRIES LIMITED EQ NEW FV Re.1/- Mid Cap Fertilizers & Agrochemicals (35.46) 1.52% 33.17 4.36%
ESCORTS KUBOTA LIMITED EQ Mid Cap Agricultural, Commercial & Construction Vehicles (31.43) 1.43% 30.45 -3.79%
COFORGE LIMITED EQ Mid Cap IT - Software (28.52) 1.39% 67.94 84.78%
PRESTIGE ESTATES PROJECTS LIMITED EQ Mid Cap Realty (67.75) 1.39% 101.43 -9.04%
3M INDIA LIMITED EQ Mid Cap Diversified 1.38% - 0%
OIL INDIA LTD. EQ Mid Cap Oil (7.9) 1.35% 8.85 -2.29%
P. N. GADGIL JEWELLERS PRIVATE LIMITED EQ Small Cap Consumer Durables 1.3% - 0%
KEI INDUSTRIES LIMITED NEW EQ RS. 2/- Mid Cap Industrial Products (41.1) 1.29% 46.41 -13.81%
SAREGAMA INDIA LTD. EQ NEW FV RE .1/- Small Cap Entertainment (46.01) 1.23% 0 -35.61%
INFO EDGE INDIA LIMITED EQ NEW FV RS.10/- Large Cap Retailing (55.86) 1.21% 162.22 16.99%
SBI CARDS AND PAYMENT SERVICES LIMITED EQ Mid Cap Finance (30.35) 1.2% 0 21.08%
TATA ELXSI LIMITED EQ Mid Cap IT - Software (9.9) 1.15% 0 0%
JUBILANT FOODWORKS LIMITED EQ NEW FV RS. 2/- Mid Cap Leisure Services (76.47) 1.15% 123.94 50.37%
ALLIED BLENDERS AND DISTILLERS LIMITED EQ NEW FV RS.2/- Small Cap Beverages 1.14% - 0%
CRISIL LIMITED EQ NEW FV Re. 1/- Mid Cap Finance (40.61) 1.11% 51.91 15.31%
DEEPAK NITRITE LIMITED EQ NEW FV RS. 2/- Mid Cap Chemicals & Petrochemicals (45.93) 1.1% 34.86 -21.32%
ARVIND FASHIONS LIMITED (FORMERLY ARVIND J&M LIMITED) EQ NEW FV RS. 4/- Small Cap Retailing (62.21) 1.1% 60.76 -5.54%
HITACHI ENERGY INDIA LIMITED EQ Mid Cap Electrical Equipment (325.56) 1.06% 0 79.18%
DEE DEVELOPMENT ENGINEERS LIMITED EQ Small Cap Industrial Manufacturing 1.06% - 0%
TATA TECHNOLOGIES LIMITED EQ NEW FV RS. 2/- Mid Cap IT - Services (33.45) 1.04% 44.78 -33.79%
K.P.R. MILL LIMITED EQ NEW FV Re. 1/- Small Cap Textiles & Apparels (751.55) 1.04% 0 166.23%
Dr Agarwals Health Care Ltd. Small Cap Healthcare Services 1.04% - 0%
BAJAJ AUTO LIMITED EQ Large Cap Automobiles (31.56) 1% 29.81 -10.45%
MPHASIS LIMITED EQ Mid Cap IT - Software (19.56) 0.96% 0 0%
ASTRAL LIMITED EQ NEW FV RE. 1/- Mid Cap Industrial Products (37.74) 0.95% 68.28 -38.09%
SANSERA ENGINEERING LIMITED EQ NEW FV RS. 2/- Small Cap Auto Components (52.12) 0.91% 29.45 30.69%
OBEROI REALTY LIMITED EQ Mid Cap Realty (72.85) 0.86% 25.4 3.83%
Surya Roshni Limited Small Cap Industrial Products (26.35) 0.84% 17.83 -57.49%
HONEYWELL AUTOMATION INDIA LIMITED EQ Mid Cap Industrial Manufacturing (41.68) 0.82% 0 -21.04%
GODFREY PHILLIPS INDIA LIMITED EQ NEW FV RS. 2/- Small Cap Cigarettes & Tobacco Products (48.67) 0.77% 42.44 138.17%

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for IDBI Midcap Fund Growth Regular?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for IDBI Midcap Fund Growth Regular?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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