Fund Snapshot

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IDBI SMALL CAP FUND

Small Cap Fund - An open-ended equity scheme predominantly investing in small cap stocks

Fund Manager

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Ms. Uma Venkatraman

Total Experience: Over 16 Years (Managing this Scheme since 5th September 2017)

Other Funds Managed by Ms. Uma Venkatraman - Click Here

Fund Information

Fund Category

Small Cap Fund

Inception

21 Jun 2017

Benchmark

Nifty Smallcap 250 Index- 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- December 2020

18.91%

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

Riskometer
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This product is suitable for investors who are seeking*

  • Long term capital growth
  • Investment predominantly in Equity & Equity related instruments of small cap companies
*Investor should consult their financial advisors if in doubt about whether the product is suitable for them.