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3 Best IDBI SIP Mutual Funds 2024
IDBI SIP is the most efficient way to invest in Mutual Funds. SIP or Systematic Investment plan works like a Recurring deposit, wherein you need to invest a small amount of money monthly for a stipulated interval.
SIP, being the most affordable investment method, one can start Investing just INR 500. With a SIP, one can also plan their Financial goals like Retirement planning, marriage, purchase of a house/car, higher education, etc.
Investors planning to invest in Equity Funds, SIP in an ideal way to invest. They balance out the pitfalls of the equity Market and ensure to deliver stabilized returns.
Why Opt for IDBI Mutual Fund SIP?
Most of the mutual fund schemes of IDBI mutual fund have SIP option. SIP or Systematic Investment Plan is an investment mode where a fixed amount is deposited at regular intervals in the mutual fund scheme. Using SIP mode of investment, one can ensure that the savings amount does not pinch his/her pockets. Individuals can invest in SIP Mutual Funds either through offline mode or online mode.
Some of the advantages of a SIP are:
- Rupee cost averaging
- Power of Compounding
- Habit of long-term savings
- Flexible and affordable
- No need to time the market
Talk to our investment specialist
Best SIP Mutual Fund by IDBI Mutual Fund for Equities
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) IDBI Small Cap Fund Growth ₹26.8401
↑ 0.13 ₹209 500 7.4 24.7 49 28.7 23.3 33.4 IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 ₹382 500 10.2 13.2 13.5 22.7 12 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 500 9.2 12.5 15.4 21.9 12.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Apr 24
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. IDBI Small Cap Fund is a Equity - Small Cap fund was launched on 21 Jun 17. It is a fund with Moderately High risk and has given a Below is the key information for IDBI Small Cap Fund Returns up to 1 year are on The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing in a diversified portfolio of Equity and Equity related Instruments across market capitalization. However there can be no assurance that the investment objective under the Scheme will be realized IDBI Diversified Equity Fund is a Equity - Multi Cap fund was launched on 28 Mar 14. It is a fund with Moderately High risk and has given a Below is the key information for IDBI Diversified Equity Fund Returns up to 1 year are on 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 Large Cap companies. However
there can be no assurance that the investment objective under the Scheme will be realized. IDBI India Top 100 Equity Fund is a Equity - Large Cap fund was launched on 15 May 12. It is a fund with Moderately High risk and has given a Below is the key information for IDBI India Top 100 Equity Fund Returns up to 1 year are on 1. IDBI Small Cap Fund
CAGR/Annualized return of 15.5% since its launch. Return for 2023 was 33.4% , 2022 was 2.4% and 2021 was 64.7% . IDBI Small Cap Fund
Growth Launch Date 21 Jun 17 NAV (24 Apr 24) ₹26.8401 ↑ 0.13 (0.47 %) Net Assets (Cr) ₹209 on 31 Mar 24 Category Equity - Small Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 1.31 Sharpe Ratio 2.55 Information Ratio -0.32 Alpha Ratio -2.76 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹6,736 31 Mar 21 ₹12,973 31 Mar 22 ₹18,233 31 Mar 23 ₹18,129 31 Mar 24 ₹25,804 Returns for IDBI Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Apr 24 Duration Returns 1 Month 9.3% 3 Month 7.4% 6 Month 24.7% 1 Year 49% 3 Year 28.7% 5 Year 23.3% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 33.4% 2022 2.4% 2021 64.7% 2020 19% 2019 -4.4% 2018 -15% 2017 2016 2015 2014 Fund Manager information for IDBI Small Cap Fund
Name Since Tenure Yogesh Patil 31 Jul 23 0.67 Yr. Dikshit Mittal 31 Jul 23 0.67 Yr. Data below for IDBI Small Cap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Industrials 35.4% Basic Materials 17.1% Consumer Cyclical 16.38% Financial Services 8.86% Technology 7.54% Health Care 5.83% Utility 2.2% Consumer Defensive 1.92% Real Estate 1.43% Asset Allocation
Asset Class Value Cash 3.36% Equity 96.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006556% ₹12 Cr 61,751 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 28 Feb 21 | KIRLOSENG4% ₹8 Cr 89,049 BSE Ltd (Financial Services)
Equity, Since 31 Aug 23 | BSE3% ₹7 Cr 30,300
↓ -1,673 KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 17 | KEI3% ₹7 Cr 21,041 Texmaco Rail & Engineering Ltd (Industrials)
Equity, Since 30 Nov 23 | 5333263% ₹7 Cr 353,255
↑ 25,200 Kennametal India Ltd (Industrials)
Equity, Since 31 Aug 23 | 5058903% ₹6 Cr 27,154 Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | LEMONTREE3% ₹6 Cr 406,875 Blue Star Ltd (Industrials)
Equity, Since 30 Nov 19 | BLUESTARCO3% ₹6 Cr 44,181 Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Aug 23 | BBL2% ₹5 Cr 8,960 KSB Ltd (Industrials)
Equity, Since 31 Mar 21 | KSB2% ₹5 Cr 13,659 2. IDBI Diversified Equity Fund
CAGR/Annualized return of 15.4% since its launch. Ranked 56 in Multi Cap category. . IDBI Diversified Equity Fund
Growth Launch Date 28 Mar 14 NAV (28 Jul 23) ₹37.99 ↑ 0.14 (0.37 %) Net Assets (Cr) ₹382 on 30 Jun 23 Category Equity - Multi Cap AMC IDBI Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio 1.01 Information Ratio -0.53 Alpha Ratio -1.07 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹8,152 31 Mar 21 ₹12,933 31 Mar 22 ₹16,558 31 Mar 23 ₹16,030 Returns for IDBI Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Apr 24 Duration Returns 1 Month 2.4% 3 Month 10.2% 6 Month 13.2% 1 Year 13.5% 3 Year 22.7% 5 Year 12% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for IDBI Diversified Equity Fund
Name Since Tenure Data below for IDBI Diversified Equity Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. IDBI India Top 100 Equity Fund
CAGR/Annualized return of 14.2% since its launch. Ranked 45 in Large Cap category. . IDBI India Top 100 Equity Fund
Growth Launch Date 15 May 12 NAV (28 Jul 23) ₹44.16 ↑ 0.05 (0.11 %) Net Assets (Cr) ₹655 on 30 Jun 23 Category Equity - Large Cap AMC IDBI Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.47 Sharpe Ratio 1.09 Information Ratio 0.14 Alpha Ratio 2.11 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹8,202 31 Mar 21 ₹13,286 31 Mar 22 ₹16,450 31 Mar 23 ₹16,282 Returns for IDBI India Top 100 Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Apr 24 Duration Returns 1 Month 3% 3 Month 9.2% 6 Month 12.5% 1 Year 15.4% 3 Year 21.9% 5 Year 12.6% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for IDBI India Top 100 Equity Fund
Name Since Tenure Data below for IDBI India Top 100 Equity Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
How Does SIP Investment Grow?
Want to know how your SIP investment will grow if you invest a certain amount monthly for a specific period of time? We will explain you with an example.
SIP Calculator or SIP Return Calculator
SIP calculators usually take inputs such as the SIP investment amount(goal) one seeks to invest, the number of years of investing required, expected Inflation rates (one needs to account for this!) and expected returns. Hence, one can calculate the SIP returns required to achieve a goal!
Let’s suppose, if you invest INR 10,000 for 10 years, see how your SIP investment grows-
Monthly Investment: INR 10,000
Investment Period: 10 years
Total Amount Invested: INR 12,00,000
Long-term Growth Rate (approx.): 15%
Expected Returns as per sip calculator: INR 27,86,573
Net Profit: INR 15,86,573 (Absolute Return= 132.2%)
The above calculations show that if you invest INR 10,000 monthly for 10 years (a total of INR 12,00,000) you will earn INR 27,86,573, which means the net profit you make is INR 15,86,573. Isn’t it great!
How to Invest in IDBI SIP MF Online?
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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