IDBI Midcap Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Mid Cap
Benchmark Type
Nifty Free Float Midcap 100 In
Scheme AUM (in Crs.)
₹ 250.10
Expense Ratio
0.75%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 9961
Min Subscription
₹ 5000
Min Addition Subscription
₹ 1000
Performance
Comparison
Portfolio
Details
Analysis
10.98
(-0.45 %)
NAV as on 2018-11-16
Returns
Fund
IDBI Midcap Fund - Direct Plan
1 Year
-8.73%
AMC Details
amc launch date
Launch Date
29 Mar 2010
amc sponsor
Sponsor
NA
amc email
Email
contactus@idbimutual.co.in
amc phone
Phone
022 - 66442800
amc address
Address
5th floor, Mafatlal Centre, Nariman Point Mumbai 400021
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 1% if redeemed within 12 months.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The scheme seeks to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Midcap Companies.
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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,849
Portfolio Value
-151
Total Returns