mid capHigh risk

IDBI Midcap Fund IDCW Direct

Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings. From IDBI Mutual Fund. It's been running since 2 Feb 2017.

Latest price per unit

₹19.57

▼ 0.20% today

As of 27 Jul 2023 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.18 L

▲ ₹18.4k gain · 18.4% / year

Invested 3 years ago

₹1.96 L

▲ ₹96.2k gain · 25.2% / year

Invested 5 years ago

₹1.70 L

▲ ₹69.9k gain · 11.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

16.6%

The value swings roughly 17% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-46.24%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year18.40%

CAGR — 3 years25.19%

CAGR — 5 years11.18%

CAGR — since launch10.87%

Volatility — 1 year (annualised)12.28%

Volatility — 3 years (annualised)16.57%

Max drawdown — 1 year-13.66%

Max drawdown — 3 years-24.97%

Sharpe ratio — 1 year (rf=6%)0.92

Sharpe ratio — 3 years (rf=6%)1.01

Fund info

Fund house: IDBI Mutual Fund
Category: Equity Scheme - Mid Cap Fund
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 140458
First price on record: 2 Feb 2017 · 1,599 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.