Fund Snapshot

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IDBI FLEXI CAP FUND

An open-ended dynamic equity scheme investing across large cap, mid cap, small cap stocks

Fund Manager

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Ms. Uma Venkatraman

Total Experience: Over 17 Years (Managing the Scheme since 20th June, 2019)

Other Funds Managed by Ms. Uma Venkatraman - Click Here

Fund Information

IDCW stands for Income Distribution cum Capital Withdrawal

Fund Category

Flexi Cap Fund

Inception

28 Mar 2014

Benchmark

NIFTY 500 Total Return Index (TRI)

Entry Load

Not Applicable

Exit Load

1% for exit within 12 months from the date of allotment

Face Value

Rs. 10/- per unit

Returns

As of last business day of the month- March 2021

58.66%

Investment Essentials

Minimum Application Amount

Minimum Lumpsum Amount:
Rs. 5,000/- and in multiples of Re. 1
Minimum Additional Lumpsum Amount:
Rs. 1,000/- and in multiples of Re. 1
Systematic Investment Plan (SIP) Options
Monthly Option:
Rs. 500/- per month for a minimum period of 12 months
Or
Rs. 1000/- per month for a minimum period of 6 months

Quarterly Option:
Rs. 1500/- per quarter for a minimum period of 4 quarters

PRODUCT LABEL

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This product is suitable for investors who are seeking*

  • Long term capital appreciation
  • Investment in a diversified portfolio consisting of Equity & Equity related instruments across market capitalization
*Investor should consult their financial advisors if in doubt about whether the product is suitable for them.