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IDBI Mutual Fund

IDBI Mutual Fund

IDBI Mutual Fund was set up on 25th January 2010 with the aim to drive financial inclusion in the country. The fund seeks to assist the investors in making informed investment decisions by offering them mutual fund choices. It is one of the best-performing investment schemes available in India.

IDBI Asset Management Limited is the Investment Manager of IDBI Mutual Fund. As of 31st March 2021, the company manages 22 schemes of IDBI Mutual Fund. The schemes consist of 12 equity fund schemes, 6 debt fund schemes, 2 hybrid fund schemes, and one each of FOF (Gold) and Gold EFT schemes. The total Average Assets Under Management (AAUM) of IDBI Mutual Fund during the quarter that ended on 31st March 2021 was Rs. 4,102 crores.

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IDBI Mutual Fund is sponsored by IDBI Bank Ltd. It is one of the largest banks in India, with 1853 branches and 3370 ATMs spread across the country. It helped shape the financial structure of India, first as a development financial institution and later as a full-fledged commercial bank.
The bank offers its clients various products and services, including project financing, term lending, working capital loans, lease finance, venture capital, and corporate advisory services. View More

It has also played an instrumental role in sponsoring the development of key financial institutions in India, namely, the National Stock Exchange of India Limited (NSE) and National Securities Depository Ltd (NSDL).
Below are some mutual fund schemes offered by IDBI Mutual Fund:

IDBI Short Term Bond Fund

It is a short-term open-ended scheme with a duration of 1 to 3 years. The scheme invests in money market and debt instruments to provide investors with regular income. The minimum investment amount is Rs 5000. One can also invest through a Systematic Investment Plan (SIP).

IDBI Liquid Fund

This open-ended liquid scheme aims to provide investors with a high level of liquidity apart from regular income. For this, the scheme invests its entire corpus in a low-risk portfolio of money market and debt instruments with a maturity of up to 91 days.

IDBI India Top 100 Equity Fund

This is an open-ended long-term scheme investing more than 80% in Equity and Equity related Instruments of Large Cap companies. The plan provides investors with an opportunity for long-term capital appreciation.

IDBI Dynamic Bond Fund

This open-ended debt scheme invests in debt instruments with multiple durations. It aims to meet the dual objective of income generation and liquidity maintenance. The debt instruments include fixed/floating rate debt, government securities, securitized debt, and money market instruments.

IDBI Small Cap Fund

This open-ended equity scheme invests predominantly in small-cap stocks. It is a long-term plan which aims to provide a capital appreciation for its investors.

IDBI Mutual Fund Key Information

  • Name of the Mutual Fund
  • IDBI Asset Management Limited
  • Setup Date
  • 29th March 2010
  • Date of Incorporation
  • 25th January 2010
  • Sponsor Name
  • IDBI Bank Limited
  • Trustee Name
  • IDBI MF Trustee Company Ltd
  • Compliance Officer
  • Mr Chandra Bhushan
  • Assets Managed
  • INR 3861.70 crore (Jun-30-2022)
  • Auditor
  • M/s Ray & Ray
  • Custodian
  • M/s Stock Holding Corporation of India Ltd.
  • Registrars
  • M/s Karvy Computershare Pvt. Limited
  • Telephone Nos.
  • 022-66442800
  • Fax Nos.
  • 022-66442802
  • E-mail
  • contactus@idbimutual.co.in

IDBI Mutual Fund Managers

Alok Ranjan - Equity - Fund Manager

Mr. Alok Ranjan is the Head Equity and Fund Manager at IDBI Mutual Fund. He has about 25 years of experience in different fields of financial services. His educational qualifications include MBA (Finance) and B.Sc Physics (Honors). Before joining IDBI Mutual Fund, he worked with Shriram Asset Management Ltd.(Fund Manager), Way2wealth Securities Ltd.(Head of Research), and Advisory First Global Ltd.(Vice President Research).

Raju Sharma - Fixed income - Fund Manager

Mr. Raju Sharma is the Head Fixed Income and Fund Manager at IDBI Mutual Fund. He has 29 plus years of experience in financial services, including fund management, debt capital market, and treasury. A Chartered Accountant and LLB, he joined IDBI Mutual Fund in May 2017. Before that, he was associated with Greenbridge Capital Advisory, Indiabulls Asset Management Company Ltd., Tata Mutual Fund, SPA Securities Limited, etc.

Firdaus Marazban Ragina - Equity - Fund Manager

Mr. Firdaus is an Equity Fund Manager at IDBI Mutual Fund.He has over 21 years of work experience in the finance sector, focusing on equities. He joined IDBI Asset Management Ltd. in Aug 2016. Before IDBI, he was associated with IL&FS Broking Services Ltd., Avendus Securities, IL&FS Investsmart, UTI Securities, and RefcoSify Securities.

Bhupesh Kalyani - Fixed income - Fund Manager

Mr. Bhupesh Kalyani is a Fixed Income Fund Manager at IDBI Mutual Fund. Out of his total work experience of 19 years, he dedicated 14 years to fixed income fund management and dealing. A Chartered Accountant by education, he joined IDBI Asset Management Ltd. in Jan 2017. Before joining IDBI, he was associated with Star Union Dai-ichi Life Insurance Co. Ltd., LIC Mutual Fund, and Tata Mutual Fund.

How to Invest in IDBI Mutual Fund?

Mutual funds are a great way to invest your money. They offer diversification, professional management and access to asset classes that may otherwise be difficult to access. They are a type of investment that pools money from many investors and invests it in different securities. View More

The investments are then divided among the investors. Mutual funds can be purchased through a broker and several mutual funds, including equity, debt and hybrid funds.
If you want to invest in IDBI Mutual Funds, the process is extremely simple on the 5Paisa platform. 5Paisa is one of the country’s largest investing platforms, and you can easily add IDBI and other mutual funds to your portfolio. The steps to invest are as follows:
Step 1: Log in to your 5Paisa Account. If you do not have one, register and create a new 5Paisa account in 3 easy steps. Alternatively, you can download the 5Paisa app on your smartphone for Android or IOS and log in from your device. 

Step 2: Search for the IDBI Mutual Fund scheme that you want to invest in

Step 3: Select the option that is apt for your requirement and risk appetite

Step 4: Select the investment type – SIP (Systematic Investment Plan) or Lumpsum 

Step 5: Input the amount that you’d like to invest and proceed with payment by clicking on the ‘Invest Now button

If you are investing for the first time, it is advisable to start with a small amount and increase it gradually as your confidence grows. This way, even if there is a loss in one scheme, it will be offset by gains from another scheme. Once your payment is successful, you can see the IDBI Mutual Fund reflected in your 5Paisa account in 3-4 working days. If you have selected the SIP option, the chosen amount will get deducted every month starting from the date you have made the payment.

Top 10 IDBI Mutual Fund to Invest

  • Fund Name
  • Min SIP Investment Amt
  • AUM (Cr.)
  • 3Y Return

LIC MF Small Cap Fund – Direct Growth is an Small Cap scheme that was launched on 21-06-17 and is currently under the management of our experienced fund manager Alok Ranjan. With an impressive AUM of ₹163 Crores, this scheme's latest NAV is ₹22.65 as of 18-08-23.

LIC MF Small Cap Fund – Direct Growth scheme has delivered a return performance of 14.3% in the last 1 year, 35.5% in the last 3 years, and an 14.2% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Small Cap funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹163
  • 3Y Return
  • 14.3%

LIC MF Healthcare Fund – Direct Growth is an Sectoral / Thematic scheme that was launched on 28-02-19 and is currently under the management of our experienced fund manager Alok Ranjan. With an impressive AUM of ₹54 Crores, this scheme's latest NAV is ₹20.35 as of 18-08-23.

LIC MF Healthcare Fund – Direct Growth scheme has delivered a return performance of 12.3% in the last 1 year, 9.6% in the last 3 years, and an 17.2% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Sectoral / Thematic funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹54
  • 3Y Return
  • 12.3%

IDBI Flexi Cap Fund – Direct Growth is an Flexi Cap scheme that was launched on 28-03-14 and is currently under the management of our experienced fund manager Alok Ranjan. With an impressive AUM of ₹382 Crores, this scheme's latest NAV is ₹43.26 as of 20-07-23.

IDBI Flexi Cap Fund – Direct Growth scheme has delivered a return performance of 17.2% in the last 1 year, 24% in the last 3 years, and an 16.9% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹382
  • 3Y Return
  • 17.2%

LIC MF Dividend Yield Fund – Direct Growth is an Dividend Yield scheme that was launched on 21-12-18 and is currently under the management of our experienced fund manager Alok Ranjan. With an impressive AUM of ₹91 Crores, this scheme's latest NAV is ₹20.35 as of 18-08-23.

LIC MF Dividend Yield Fund – Direct Growth scheme has delivered a return performance of 11.1% in the last 1 year, 20% in the last 3 years, and an 16.5% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Dividend Yield funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹91
  • 3Y Return
  • 11.1%

LIC MF Midcap Fund – Direct Growth is an Mid Cap scheme that was launched on 25-01-17 and is currently under the management of our experienced fund manager Alok Ranjan. With an impressive AUM of ₹201 Crores, this scheme's latest NAV is ₹21.09 as of 18-08-23.

LIC MF Midcap Fund – Direct Growth scheme has delivered a return performance of 12.1% in the last 1 year, 23.2% in the last 3 years, and an 12% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Mid Cap funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹201
  • 3Y Return
  • 12.1%

IDBI India Top 100 Equity Fund – Direct Growth is an Large Cap scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Alok Ranjan. With an impressive AUM of ₹654 Crores, this scheme's latest NAV is ₹50.08 as of 20-07-23.

IDBI India Top 100 Equity Fund – Direct Growth scheme has delivered a return performance of 18.9% in the last 1 year, 23.4% in the last 3 years, and an 14.3% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Large Cap funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹654
  • 3Y Return
  • 18.9%

LIC MF Focused 30 Equity Fund – Direct Growth is an Focused scheme that was launched on 17-11-17 and is currently under the management of our experienced fund manager Alok Ranjan. With an impressive AUM of ₹130 Crores, this scheme's latest NAV is ₹18 as of 18-08-23.

LIC MF Focused 30 Equity Fund – Direct Growth scheme has delivered a return performance of 8% in the last 1 year, 19.2% in the last 3 years, and an 10.8% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Focused funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹130
  • 3Y Return
  • 8%

LIC MF Long Term Value Fund – Direct Growth is an Value scheme that was launched on 20-08-18 and is currently under the management of our experienced fund manager Alok Ranjan. With an impressive AUM of ₹96 Crores, this scheme's latest NAV is ₹18.71 as of 18-08-23.

LIC MF Long Term Value Fund – Direct Growth scheme has delivered a return performance of 10.7% in the last 1 year, 22.3% in the last 3 years, and an 13.4% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Value funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹96
  • 3Y Return
  • 10.7%

LIC MF Nifty Next 50 Index Fund – Direct Growth is an Index scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Nisha Sharma. With an impressive AUM of ₹56 Crores, this scheme's latest NAV is ₹35.3692 as of 18-08-23.

LIC MF Nifty Next 50 Index Fund – Direct Growth scheme has delivered a return performance of 0.5% in the last 1 year, 16.6% in the last 3 years, and an 12.9% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Index funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹56
  • 3Y Return
  • 0.5%

IDBI Nifty 50 Index Fund – Direct Growth is an Index scheme that was launched on 01-01-13 and is currently under the management of our experienced fund manager Nisha Sharma. With an impressive AUM of ₹207 Crores, this scheme's latest NAV is ₹40.0359 as of 20-07-23.

IDBI Nifty 50 Index Fund – Direct Growth scheme has delivered a return performance of 19.6% in the last 1 year, 21.7% in the last 3 years, and an 12.7% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Index funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹207
  • 3Y Return
  • 19.6%

Frequently Asked Questions

How much should I invest in an IDBI Mutual Fund SIP?

SIPs allow investors to purchase units automatically at fixed intervals for a fixed period. A SIP allows you to buy units of a fund without having to worry about market volatility or timing the market. You can choose from various schemes offered by different mutual fund houses.

Can you increase the SIP amount for an IDBI Mutual Fund?

Yes, you can increase your SIP amount for any of their mutual funds, including those mentioned above, at any time. You just need to visit their website or call them up and tell them that you want to increase your SIP amount or stop it altogether if there is no longer a need to continue.

Do I need a DEMAT account for investing in IDBI Mutual Funds with 5Paisa?

You can buy, sell or switch mutual funds online. There are many benefits of buying and selling mutual funds online. With 5Paisa’s apps, you can purchase and trade mutual funds on the fly. Download the Invest app and the Mobile Trading App and open an MF account.

How many investment options do IDBI Mutual Funds offer?

There are various ways you can invest in mutual funds. You can invest directly in mutual funds by opening a Demat account with any participating banks, financial institutions or brokers. You can also invest in mutual funds through SIPs or Systematic Investment Plans.

How do you identify your risk appetite for an IDBI Fund?

The first step toward identifying your risk appetite is understanding how much money you can afford to lose in any given investment. If you are not currently invested in the stock market and plan on investing in mutual funds for the first time, it is important to know that mutual funds are generally considered more conservative than stocks and bonds. This means that when you invest in a mutual fund, there is less risk involved than in buying individual stocks or bonds.

What is the minimum amount to start an IDBI Mutual Fund  SIP online?

When you sign up for a SIP in an IDBI Mutual Fund, the minimum amount is INR 500.

What are the additional benefits of investing in the IDBI Mutual Fund with 5Paisa?

Invest your money safely and securely with 5Paisa. The zero-commission platform offers a variety of investment options, including Mutual Funds, Gold, ETFs and more. Choose from SIP or Lumpsum options and avail of the ease of accessibility and user-friendly platform with no hidden charges.

Can you stop IDBI Mutual Funds online?

You can stop purchasing new shares in a mutual fund during a subscription period by going to your account on 5Paisa and requesting that it cancel your standing order for additional shares. Click on the “Stop SIP” option under the scheme, and you’re ready.

How can you determine which IDBI Fund to invest in while creating an investment portfolio?

IDBI Mutual funds offer a convenient way to invest and diversify your portfolio. Experts professionally manage them, so you don’t have to spend time researching individual securities or tracking their prices daily. Find out how much risk you want/can handle and determine what kind of financial goal needs fulfilment.

How is the IDBI Fund beneficial in boosting your investment portfolio?

Mutual funds are a popular choice for investors looking to diversify their portfolios. IDBI Mutual funds provide investors with a convenient way to pool their money and gain exposure to a wide range of asset classes. They provide flexibility for investors who want easier access to their money than an individual stock.

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