Birla Sun Life Small and Midcap Fund (G) |
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| Fund Type | Open-Ended |
| Scheme 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. |
| Launch Date | Apr 09, 2007 |
| Asset Size (Rs cr) | 120.62 (Dec-30-2011) |
| Minimum Investment | Rs.5000 |
| Entry Load | 0.00% |
| Exit Load | 1.00% |
| Load Comments | Exit Load of 1% if redeemed within 365 Days from the date of allotment. |
| Fund Manager | Ankit Sancheti |
| Benchmark | CNX Midcap |
| Note | Birla Sun Life Long Term Advantage Fund - Series 1 renamed as Birla Sun Life Small and Midcap Fund w.e.f 12-08-2010. |
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| Response | |||
| From Date | NAV(Rs.) | To Date | NAV(Rs.) |
| 10-02-2011 | 10.726 | 10-02-2012 | 11.326 |
| Absolute Returns* 5.6% | |||
| Returns have been calculated after adjusting the NAVs for dividends, & bonus, if any. Click here to view Dividend History. | |||
| 52-week High 12.35 (Aug 01, 11) | 52-week Low 9.82 (Dec 20, 11) |
| Historic Graph | ||||||||
| From : | To : | |||||||
| Small & Mid Cap | ||
| Birla Sun Life MNC Fund (G) | ||
| 1 yr : 12.9% | | | Rank 1 |
| HDFC MidCap Opportunities (G) | ||
| 1 yr : 12.5% | | | Rank 1 |
| IDFC Premier Equity - A (G) | ||
| 1 yr : 11.4% | | | Rank 1 |
| SBI Magnum Emerging Busi (G) | ||
| 1 yr : 22.5% | | | Rank 1 |
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