MFDirect · IDCW

IDBI India Top 100 Equity Fund - IDCW - Direct Plan

Large Cap FundEquity - Large Cap FundBenchmark: NIFTY 100 - TRI
NAV · 28 Jul 2023₹30.28+0.13%
AUM₹655 Crfrom this fund's primary plan
Expense Ratio1.25%
CAGR
Exit Load1% on or before 1Y,Nil after 1Y
Min SIP₹500from this fund's primary plan
Launched2013

Investment Objective

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 ompanies. However there can be no assurance that the investment objective under the Scheme will be realized.

Fund Mandate

Debt & MMI0%–20%
Equities and Equity related Equities and Equity related instruments of Large Cap Companies80%–100%
Equities and Equity related instruments of other than Large Cap Companies0%–20%
Units issued by REITs & InvITs0%–10%
Fund Managers
AR
Alok Ranjan
Fund Manager
Key Information
1.25%
₹500from this fund's primary plan
₹5,000
1% on or before 1Y,Nil after 1Y
Nil
Inception02 Jan 2013
AMC
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Latest News

No recent news found for IDBI India Top 100 Equity Fund - IDCW - Direct Plan.

IDBI India Top 100 Equity Fund - IDCW - Direct Plan Latest News

Trailing Returns
PeriodReturns
1 Day+0.13%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.25%
1% on or before 1Y,Nil after 1Y
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