Great! You have sucessfully subscribed for newsletters for investments
Knowing this helps you control risk in your portfolio
Determine this by answering these simple questions.
NAV as of ( Sep 09, 2022 )
₹ 10.09 0.17 % 1-D Change
You get upto 0% extra returns
Sorry! A report card for this scheme is not available because it has been in existence for less than 3 years.
Select SIP date
How long should this SIP run?
Fresh Investments closed in this fund!
This fund is no longer available to invest
This fund 12.71% returns since inception
Note: The Performance of the Scheme will be displayed once it has been in existence for at least 3 months.
|ET Money Rank||Not yet ranked|
|AUM (Fund Size)||₹ 535 Crs|
|Age||1 m Since Jul 28, 2022|
|Benchmark||S&P BSE 150 MidCap Index|
SIP ₹ 100 &
Lumpsum ₹ 5000
Answer a few simple questions and understand why you take the financial decisions you do.
Large Cap 2.81%
Mid Cap 8.96%
Small Cap 0.1%
Other Cap 0%
Capital Goods 1.71%
Bifurcation by Credit Quality is not available for this fund
Margin Money 0.55%
|Fund name||Annual Return %||Consistency||Value Research Rating|
|Quant Mid Cap Fund||22.05%|
|PGIM India Midcap Opportunities Fund||21.31%|
|Axis Midcap Fund||18.74%|
|Edelweiss Mid Cap Fund||17.15%|
|Kotak Emerging Equity Fund||17.09%|
|Invesco India Mid Cap Fund||16.36%|
|SBI Magnum Midcap Fund||15.7%|
|DSP Midcap Fund||12.14%|
|Franklin India Prima Fund||11.64%|
|Baroda BNP Paribas Midcap Fund||13.8%|
|IDFC Midcap Fund||NA%|
Sign-up for free to compare fund with mid cap funds
Level of Risk in the Scheme
Investors understand that their principal will be at Very High risk
EQUITY MID CAP
The scheme seeks to generate long term capital appreciation by investing predominantly in equities and equity linked securities of mid cap segment.
Mr. Relekar is an MMS(Finance) from Jamnalal Bajaj Institute of Management Studies Mumbai and B.E (Mechanical) from K.E.S. College of Engineering Islampur.
Prior to joining IDFC AMC he has worked with LIC Mutual Fund, Tata AMC, CD Equity Search, Innovision Consulting and Tech Pacific India.
Mr. Joshi is PGDBM from N.L. Dalmia Institute of Management Studies and Research, Mumbai
Prior to joining IDFC Mutual fund in 2008 he has worked with ICAP India Pvt. Ltd.
As on Jun 30, 2022
NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.
The NAV of IDFC Midcap Fund for Sep 09, 2022 is 10.09 .
On ET Money, Investing in IDFC Midcap Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -
Redeeming your investments in IDFC Midcap Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.
If you have invested in IDFC Midcap Fund from anywhere else, you can go to the fund house website and put a request through it.
AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.
The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.
The AUM of IDFC Midcap Fund is ₹535 Crs.
The IDFC Midcap Fund has invested the majority of its money in the stocks of the following companies -
|Company||Percentage of Portfolio|
|ICICI Bank Ltd.||2.81%|
|Schaeffler India Ltd.||1.71%|
|Tata Chemicals Ltd.||1.13%|
|Navin Fluorine International Ltd.||0.99%|
|UNO Minda Ltd.||0.94%|
|Persistent Systems Ltd.||0.88%|
|Vinati Organics Ltd.||0.58%|
|Indian Hotels Co. Ltd.||0.49%|
The IDFC Midcap Fund has primarily invested in the following sectors
|Sector||Percentage of Portfolio|