Birla Sun Life Midcap Fund - Plan A (G) NAV | Birla Sun Life Mutual Fund | Birla Sun Life Midcap Fund

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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.
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Benchmark Index:

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Returns (NAV as on May-25-2012)

Period	Returns (%)	Rank #
1 mth	-4.1	23
3 mth	-1.4	35
6 mth	3.1	36
1 year	-6.0	31
2 year	-1.8	32
3 year	12.2	32
5 year	6.3	14

# Moneycontrol Rank within 48 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2012	20.3	-	-	-	-
2011	-11.9	0.4	-8.4	-10.0	-27.0
2010	0.5	1.0	10.9	-2.4	12.0
2009	-10.8	67.5	25.3	12.5	116.1
2008	-31.7	-15.6	-2.7	-23.0	-59.1
2007	-7.6	28.3	15.2	30.3	76.6

View where it stands within its peers

* Returns over 1 year are Annualised

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Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	-4.1	-1.4	3.1	-6.0	-1.8	12.2	6.3
Category avg	-4.2	-0.2	5.5	-3.2	1.7	13.3	3.4
Difference of Fund returns and Category returns	0.1	-1.2	-2.4	-2.8	-3.5	-1.1	2.9
Best of category	-2.6	5.2	13.2	13.2	15.0	26.8	15.9
Worst of category	-8.0	-5.9	0.6	-18.5	-13.1	4.6	-5.6
Benchmark returns #	-6.9	-6.0	4.8	-10.9	-3.3	9.9	4.4
Difference of Fund returns and Benchmark returns	2.8	4.6	-1.7	4.9	1.5	2.3	1.9

# Benchmark Index: CNX Midcap

Investment Info

Investment Objective

An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in �Mid-Cap�Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks.

Scheme details

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Oct 01, 2002
Benchmark	CNX Midcap
Asset Size (Rs cr)	1,309.10 (Mar-31-2012)
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	N.A

Load Details

Entry Load	N.A
Exit Load	1.00%
Load Comments	Exit Load of 1% if redeemed within 365 Days from the date of allotment.

Contact Details

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
Email	connect@birlasunlife.com
Website	http://www.birlasunlife.com

Peer Comparison

Small & Mid Cap	Crisil Rank	Assets (Rs.cr)
Small & Mid Cap	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
DSP-BR Small & Mid Cap -RP (G)	Rank 3	1,179.73	-0.6	4.4	-3.8	19.4	7.8
Franklin India Prima Fund (G)	Rank 3	726.18	-1.1	4.3	-4.1	15.8	3.7
DSP-BR Micro Cap Fund - RP (G)	Rank 2	436.31	3.1	6.7	-0.5	22.7	8.1
Franklin (I) Smaller Cos (G)	Rank 3	335.32	0.0	6.0	-6.7	13.9	2.6
Kotak Mid-Cap Fund (G)	Rank 3	264.50	0.1	5.8	-3.9	15.1	1.3
* Returns over 1 year are Annualised	More »

Portfolio

Top Holdings (Apr 30, 12)

Equity	Sector	Value (Rs cr)	Asset %
Divis Labs	Pharmaceuticals	-	4.01
Torrent Pharma	Pharmaceuticals	-	3.54
Bata India	Cons NonDurable	-	3.48
GlaxoSmith Con	Food & Beverage	-	3.39
Cadila Health	Pharmaceuticals	-	3.07
Solar Ind	Chemicals	-	3.03
Godrej Consumer	Cons NonDurable	-	2.76
Sadbhav Eng	Cement	-	2.71
Castrol	Chemicals	-	2.71
IndusInd Bank	Banking/Finance	-	2.70

Full Portfolio

Sector Allocation (Apr 30, 12)

Sector	%	1-Year HighLow
Banking/Finance	19.48	19.48	9.75
Pharmaceuticals	13.04	14.22	11.36
Chemicals	10.98	11.72	9.39
Cons NonDurable	10.61	10.89	6.01
Cement	9.78	9.78	4.08
Engineering	7.34	11.83	4.95