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IDBI Midcap Fund - Direct Plan

The objective of the scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies. However there can be no assurance that the investment objective under the scheme will be realized.

Suitability

This product is suitable for investors who are seeking

• * Long term capital growth* Investment predominantly in equity & equity related instruments of Midcap companies* Investors should consult their financial advisors if in doubt about whether the product is suitable for them.

Fund Info

Scheme Class	Equity
Scheme Category	Mid-Cap
Expense Ratio	1.57%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 173
AMC AUM (in Crs.)	₹ 8,949
Min Addition Subscription	₹ 500

Benchmark Type

S&P BSE Midcap TR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-12) months. No Exit load, if redeemed after 12 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	25.09%
HSBC Midcap Fund - Direct Plan	1000	1000	20.0%
HDFC Mid-Cap Opportunities Fund - Direct Plan	1000	1000	25.09%
Axis Midcap Fund - Direct Plan	100	100	16.91%
Kotak Emerging Equity Scheme - Direct Plan	1000	1000	19.59%
DSP Midcap Fund - Direct Plan	500	1000	16.36%

Top 10 Holdings

Company	Holding Type	Asset(%)
Shakti Pumps (India) Ltd	Equity	6
Trent Ltd	Equity	4
UNO Minda Ltd	Equity	3
Bharat Electronics Ltd	Equity	3
The Federal Bank Ltd	Equity	3
Treps	Cash - Repurchase Agreement	3
Torrent Power Ltd	Equity	2
Alkem Laboratories Ltd	Equity	2
Bharat Forge Ltd	Equity	2
Voltas Ltd	Equity	2

Asset Allocation(%)

Asset	Percent
Equity	98
Cash - Repurchase Agreement	3
Cash	0

Sector Allocation(%)

Sector	Percent
Consumer Cyclical	31
Industrials	26
Financial Services	13
Basic Materials	10
Healthcare	4

Fund Manager

Karan Doshi

1+ years of experience

Dikshit Mittal

1+ years of experience

IDBI Mutual Fund

AUM₹8,949 Cr

About

Sponsored by IDBI Bank, the IDBI Asset Management Limited was incorporated under the Companies Act, 1956 in January 2010. 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 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.

contactus@idbimutual.co.in

Phone

080-4149524

Address

IDBI Asset Management Ltd.,5th floor, Mafatlal Centre,,Nariman Point,, Mumbai - 400 021

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m