Real-time Stock quotes, portfolio, LIVE TV and more.
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 | 1.2 | 27 |
| 3 mth | -0.6 | 24 |
| 6 mth | -0.2 | 19 |
| 1 year | 14.6 | 24 |
| 2 year | 3.9 | 31 |
| 3 year | 3.8 | 34 |
| 5 year | 6.6 | 22 |
# Moneycontrol Rank within 50 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -10.2 | - | - | - | - |
| 2012 | 20.3 | -3.4 | 9.4 | 5.6 | 37.1 |
| 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 |
* 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 | 1.2 | -0.6 | -0.2 | 14.6 | 3.9 | 3.8 | 6.6 |
| Category avg | 1.2 | -1.0 | -2.4 | 15.0 | 5.2 | 5.7 | 5.5 |
| Difference of Fund returns and Category returns | 0.0 | 0.4 | 2.2 | -0.4 | -1.3 | -1.9 | 1.1 |
| Best of category | 5.7 | 4.0 | 4.5 | 28.3 | 19.7 | 19.0 | 16.2 |
| Worst of category | -6.0 | -8.8 | -13.8 | -1.1 | -6.2 | -6.5 | -6.2 |
| Benchmark returns # | 0.5 | -0.5 | -0.4 | 13.8 | 0.2 | 1.0 | 3.5 |
| Difference of Fund returns and Benchmark returns | 0.7 | -0.1 | 0.2 | 0.8 | 3.7 | 2.8 | 3.1 |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Oct 01, 2002 |
| Benchmark | CNX Midcap |
| Asset Size (Rs cr) | 1,176.05 (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 | N.A |
| 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 | 0.3 | -0.1 | 18.6 | 12.6 | 12.6 |
| HDFC MidCap Opportunities (G) | Rank 2 |
2,719.45 | 0.3 | 0.6 | 15.1 | 11.7 | 13.0 |
| ICICI Pru Discovery Fund (G) | Rank 2 |
2,538.81 | -2.1 | 1.1 | 15.0 | 8.7 | 14.3 |
| SBI Emerging Busi (G) | Rank 1 |
1,214.96 | -0.2 | -0.3 | 26.2 | 19.0 | 11.4 |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,930.19 | 0.8 | -3.7 | 17.1 | 7.5 | 9.1 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Solar Ind | Chemicals | 43.14 | 3.92 |
| Motherson Sumi | Automotive | 42.86 | 3.89 |
| Cummins | Engineering | 35.38 | 3.21 |
| Ipca Labs | Pharmaceuticals | 33.55 | 3.04 |
| Divis Labs | Pharmaceuticals | 32.25 | 2.93 |
| Shree Cements | Cement | 31.49 | 2.86 |
| Yes Bank | Banking/Finance | 31.35 | 2.85 |
| Glenmark | Pharmaceuticals | 31.37 | 2.85 |
| Karur Vysya | Banking/Finance | 31.44 | 2.85 |
| Madras Cements | Cement | 30.82 | 2.80 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 21.99 | 24.71 | 17.98 |
| Engineering | 14.31 | 15.21 | 6.69 |
| Pharmaceuticals | 11.04 | 14.87 | 9.67 |
| Chemicals | 7.70 | 10.99 | 7.70 |
| Cement | 6.67 | 10.20 | 6.40 |
| Automotive | 5.69 | 6.81 | 5.03 |
| Equity | 96.16 |
| Others | -1.46 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 5.29 |
| Holdings | (%) |
|---|---|
| Top 5 | 16.99 |
| Top 10 | 31.20 |
| Sector | (%) |
|---|---|
| Top 3 | 47.34 |
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
Quick Links