IDBI Small Cap Fund Regular Growth - Regular - Latest NAV [ ₹16.56 ], Returns, Performance, Portfolio & Returns 2021

IDBI Small Cap Fund Regular Growth

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Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years--
3 Years20.01%
1 Year90.78%
6 Months36.63%
Fund Details
RiskVery High Risk
Fund TypeSmall-Cap
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
KNR Constructions Ltd4.32%
Carborundum Universal Ltd3.85%
Navin Fluorine International Ltd3.8%
Tube Investments of India Ltd Ordinary Shares3.15%
Grindwell Norton Ltd3.07%
Elgi Equipments Ltd3.07%
Can Fin Homes Ltd2.85%
JK Cement Ltd2.83%
V-Mart Retail Ltd2.72%
Galaxy Surfactants Ltd2.69%

About IDBI Small Cap Fund

Being an open-ended fund, it invests primarily in equity shares of small-cap companies. It aims at providing the investors with wealth creation opportunities in the long run. The fund manager picks stocks of companies which have strong growth potential in future.

Pros & Cons of IDBI Small Cap Fund

IDBI Small Cap Fund offers the following benefits:

  1. Opportunity to grow wealth by investing in the fast growing companies in the small-cap sector.
  2. Fund manager maintains a well-diversified portfolio and takes a small exposure to debt as well.
  3. Being a relatively new fund in the category, it needs time to prove its full potential. However, it was able to contain losses better than the benchmark in the past 6 months to 1 year period.

Fund Information and Statistics of IDBI Small Cap Fund

i) Inception / Launch date

IDBI Small Cap Fund was launched on 15 June 2017 by IDBI Mutual Fund.

ii) Risk level

Being a small-cap fund, IDBI Small Cap Fund is a moderately high risk bet and suitable for investors who have a long-term investment horizon of more than 5 years.

iii) Redemption

The minimum amount of redemption allowed is the lowest of Rs. 1000 or 100 units or account balance. Redemption of Units will be done by a repurchase/buyback by the fund house. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days from date of receipt of request.

iv) Fund Manager

Mrs. Uma Venkatraman holds 15 years of experience in the financial services domain, with a special emphasis on the equity segment. She has been managing the IDBI Small Cap Fund since September 2017.

v) Entry / Exit load

The fund house does not charge any entry load for investing in IDBI Small Cap Fund. However, an entry load of 1% is charged for redemption of units within 365 days from the date of allotment.

Tax benefits of investing in IDBI Small Cap Fund

The short-term capital gains made on sale of units within 1 year from the date of allotment will be taxed at the rate of 15%. The long term capital gains, over and above Rs 1 lakh, made on sale of units after 1 year from the date of allotment will be taxable at the rate of 10% (without indexation).

About IDBI Mutual Fund

IDBI Mutual Fund was established on 25th January 2010 under the Companies Act, 1956. It is being managed by the IDBI Asset Management Limited. It aims to promote financial inclusion by supporting the investor in taking informed investment decisions. It attempts to achieve this through Mutual funds thereby giving him an opportunity to experience the prosperity of the capital markets.

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Frequently Asked Questions

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Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns