IDBI Small Cap Growth Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

IDBI Small Cap Growth Direct Plan

NAV
₹31.0752
+1.62%
(17 May)
AUM
223 Cr
TER
1.52%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+75.8%
+67.4%
+58.0%
+51.9%
+49.7%
+49.0%
3Y
+31.9%
+35.8%
+33.8%
+33.5%
+29.4%
+27.6%
5Y
NA
+43.1%
+27.1%
+28.7%
+27.1%
+28.5%
ALL
+39.6%
+19.9%
+23.2%
+23.8%
+17.9%
+16.6%
VOL
16.8%
14.9%
15.5%
16.8%
16.4%
-
TER
0.4%
0.6%
0.9%
0.7%
1.5%
-
AUM
₹4,994 Cr
₹20,164 Cr
₹12,587 Cr
₹14,619 Cr
₹223 Cr
-
INFO
2.35
1.34
1.49
1.41
1.09
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
IDBI Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
Garware Hi-Tech Films Ltd
4.8%
Treps
4.3%
Kirloskar Oil Engines Ltd
4.0%
BSE Ltd
3.3%
KEI Industries Ltd
3.1%
Kennametal India Ltd
3.0%
Blue Star Ltd
2.9%
Shakti Pumps (India) Ltd
2.8%
Texmaco Rail & Engineering Ltd
2.8%
Bharat Bijlee Ltd
2.5%
Top industry exposure
Industrials
39.4%
Consumer Cyclical
14.7%
Basic Materials
14.3%
Financial Services
6.1%
Healthcare
6.1%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
80%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
The Investment 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 Small Cap companies. However there can be no assurance that the investment objective under the Scheme will be realized.
Fund manager(s)
Yogesh Patil
Dikshit Mittal

FAQs