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SET SMS ALERT Fund Family Birla Sun Life Mutual Fund
Fund Class Small & Mid Cap
Below average performance in the category
The scheme is ranked 4 in Small & Mid Cap category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 4.8 | 10 |
| 3 mth | 0.9 | 19 |
| 6 mth | 1.5 | 25 |
| 1 year | 13.5 | 35 |
| 2 year | 5.3 | 28 |
| 3 year | 3.2 | 35 |
| 5 year | 4.8 | 24 |
# Moneycontrol Rank within 49 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -11.0 | - | - | - | - |
| 2012 | 16.7 | -2.3 | 7.6 | 5.7 | 32.5 |
| 2011 | -11.6 | 1.6 | -4.6 | -11.3 | -23.7 |
| 2010 | 3.5 | 4.4 | 10.8 | -4.4 | 17.8 |
| 2009 | -11.2 | 59.7 | 26.1 | 12.5 | 103.9 |
| 2008 | -33.8 | -14.4 | -6.3 | -24.8 | -62.1 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Small & Mid Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 4.8 | 0.9 | 1.5 | 13.5 | 5.3 | 3.2 | 4.8 |
| Category avg | 3.4 | 0.1 | 0.6 | 17.5 | 6.0 | 5.4 | 5.1 |
| Difference of Fund returns and Category returns | 1.4 | 0.8 | 0.9 | -4.0 | -0.7 | -2.2 | -0.3 |
| Best of category | 8.2 | 4.2 | 6.9 | 30.6 | 20.8 | 18.8 | 16.2 |
| Worst of category | -1.8 | -6.2 | -9.9 | 3.8 | -4.7 | -6.2 | -6.7 |
| Benchmark returns # | 3.8 | 1.7 | 3.9 | 16.7 | 1.8 | 2.0 | 3.0 |
| Difference of Fund returns and Benchmark returns | 1.0 | -0.8 | -2.4 | -3.2 | 3.5 | 1.2 | 1.8 |
Investment Objective
An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Apr 09, 2007 |
| Benchmark | CNX Midcap |
| Asset Size (Rs cr) | 102.15 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Sanjay Chawla View performance of schemes managed by the Fund Manager |
| Notes | Birla Sun Life Long Term Advantage Fund - Series 1 renamed as Birla Sun Life Small and Midcap Fund w.e.f 12-08-2010. |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load of 1% if redeemed within 365 Days from the date of allotment. |
| Regd. Office | Ahura Centre, Mahakali Caves Road, MIDC, Andheri (E), Mumbai, 400093 |
|---|---|
| Tel. No. | 91 22 66928000, 91 22 66928001 |
| Fax No. | 91 22 66928110 |
| connect@birlasunlife.com | |
| Website | http://www.birlasunlife.com |
| Small & Mid Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| IDFC Premier Equity - A (G) | Rank 2 |
3,381.06 | 1.2 | 3.2 | 20.9 | 12.0 | 12.4 |
| HDFC MidCap Opportunities (G) | Rank 2 |
2,719.45 | 0.8 | 2.9 | 17.4 | 11.3 | 12.7 |
| ICICI Pru Discovery Fund (G) | Rank 2 |
2,538.81 | -0.7 | 3.6 | 18.3 | 8.6 | 13.8 |
| SBI Emerging Busi (G) | Rank 1 |
1,214.96 | 0.0 | 3.1 | 28.5 | 18.8 | 10.8 |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,930.19 | 2.6 | -0.6 | 20.0 | 7.4 | 8.6 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Solar Ind | Chemicals | 4.58 | 4.83 |
| City Union Bank | Banking/Finance | 3.23 | 3.40 |
| AIA Engineering | Engineering | 3.08 | 3.25 |
| Cholamandalam | Banking/Finance | 2.94 | 3.10 |
| Glenmark | Pharmaceuticals | 2.92 | 3.08 |
| Karur Vysya | Banking/Finance | 2.81 | 2.96 |
| Madras Cements | Cement | 2.73 | 2.88 |
| Zydus Wellness | Food & Beverage | 2.66 | 2.81 |
| Ipca Labs | Pharmaceuticals | 2.54 | 2.68 |
| United Phos | Chemicals | 2.47 | 2.60 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 21.62 | 26.45 | 5.96 |
| Chemicals | 10.74 | 11.48 | 5.96 |
| Pharmaceuticals | 9.93 | 11.95 | 7.56 |
| Engineering | 9.84 | 15.13 | 9.84 |
| Retail & Real Estate | 7.28 | 7.28 | 1.73 |
| Technology | 5.79 | 10.06 | 5.41 |
| Equity | 90.93 |
| Others | 2.12 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 6.94 |
| Holdings | (%) |
|---|---|
| Top 5 | 17.66 |
| Top 10 | 31.59 |
| Sector | (%) |
|---|---|
| Top 3 | 42.29 |
Birla SL MF to step up equity exposure to expand reach
May 05, 2013 at 12:43 | Source:
Oct 25, 2011
Oct 25, 2011
Oct 25, 2011
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