MF Gyan
mid capHigh risk10 years oldAccelerating recently (last 6m ≈ 42% p.a.)

IDBI Midcap Fund Growth 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
₹20.81
▼ 0.19% 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.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.29 L
Gain / loss+₹48.9k
XIRR (annualised)16.41%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.34 L
Projected gain*+₹53.7k
*at this fund's historical rate of 16.41% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 50 other funds in Equity Scheme - Mid Cap Fund

Same plan
1-year return
18.39%median 8.40% (+9.98%)
Rank #7 of 51Beats 88% of peers
3-year return
25.19%median 16.40% (+8.80%)
Rank #1 of 51Beats 100% of peers
5-year return
11.18%median 14.35% (-3.17%)
Rank #34 of 51Beats 18% of peers
Bumpiness (3Y)
16.57%median 16.91% (-0.34%)
Rank #18 of 51Less risky than 66% of peers
Worst-ever drop
-42.81%median -35.55% (-7.26%)
Rank #14 of 51Less risky than 74% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 4 of last 7 years were positive.

+27%
2017
-12%
2018
-1%
2019
+25%
2020
+37%
2021
-5%
2022
+13%
2023
Best year
2021 · 37.01%
Worst year
2018 · -12.13%

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
-42.81%

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

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of IDBI Midcap Fund Growth Direct against other mid cap funds.

Technical details (for the pros)
CAGR — 1 year18.39%
CAGR — 3 years25.19%
CAGR — 5 years11.18%
CAGR — since launch11.93%
Volatility — 1 year (annualised)12.31%
Volatility — 3 years (annualised)16.57%
Max drawdown — 1 year-13.67%
Max drawdown — 3 years-24.94%
Sharpe ratio — 1 year (rf=6%)0.92
Sharpe ratio — 3 years (rf=6%)1.02

Fund info

Fund house
IDBI Mutual Fund
Category
Equity Scheme - Mid Cap Fund
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
140461
First price on record
2 Feb 2017 · 1,599 daily prices

About IDBI Midcap Fund Growth Direct

IDBI Midcap Fund Growth Direct is a Equity Scheme - Mid Cap Fund offered by IDBI Mutual Fund under the Direct plan with the Growth option. It has approximately 10 years of NAV track record. The fund falls in the mid cap category — Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings.

The current NAV of IDBI Midcap Fund Growth Direct is ₹20.8100 (as of 27 Jul 2023). Historically, it has delivered 18.37% over the last year, 25.19% CAGR over 3 years, 11.18% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 16.6% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 42.8%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of IDBI Midcap Fund Growth Direct?+

The latest NAV of IDBI Midcap Fund Growth Direct is ₹20.8100 as of 27 Jul 2023, down 0.19% from the previous day. NAV is updated once a business day after the market close.

What are the returns of IDBI Midcap Fund Growth Direct?+

IDBI Midcap Fund Growth Direct has delivered 1-year return 18.37%, 3-year CAGR 25.19%, 5-year CAGR 11.18%, since-inception CAGR 11.93%. Returns are historical and don't predict future performance — markets move in cycles.

What category does IDBI Midcap Fund Growth Direct belong to?+

IDBI Midcap Fund Growth Direct is categorised as Equity Scheme - Mid Cap Fund. Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings.

How risky is IDBI Midcap Fund Growth Direct?+

Based on its 3-year annualised volatility of 16.6%, IDBI Midcap Fund Growth Direct sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is IDBI Midcap Fund Growth Direct a direct plan?+

IDBI Midcap Fund Growth Direct is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is IDBI Midcap Fund Growth Direct?+

IDBI Midcap Fund Growth Direct has NAV history available from 2 Feb 2017 — approximately 10 years of track record and 1,599 daily NAV observations.

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.