MFDirect · IDCW

IDBI Flexi Cap Fund - IDCW - Direct Plan

Flexi Cap FundEquity - Flexi Cap FundBenchmark: NIFTY 500 - TRI
NAV · 28 Jul 2023₹27.06+0.37%
AUM₹382 Crfrom this fund's primary plan
Expense Ratio1.17%
CAGR
Exit Load1% on or before 12M
Min SIP₹500from this fund's primary plan
Launched2014

Investment Objective

The Investment objective of the Scheme is to provide investors with the No Change 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 of the scheme will be realized.

Fund Mandate

Debt & MMI0%–35%
Equity and Equity related instruments across market capitalization65%–100%
Units issued by REITs & InvITs0%–10%
Fund Managers
AR
Alok Ranjan
Fund Manager
Key Information
1.17%
₹500from this fund's primary plan
₹5,000
1% on or before 12M
Nil
Inception28 Mar 2014
AMC
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Latest News

No recent news found for IDBI Flexi Cap Fund - IDCW - Direct Plan.

IDBI Flexi Cap Fund - IDCW - Direct Plan Latest News

Trailing Returns
PeriodReturns
1 Day+0.37%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.17%
1% on or before 12M
Nil
₹500from this fund's primary plan
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme