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ranking by CRISIL

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-24-2013)

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.

Absolute Returns (in %)

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

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* 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	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

Birla Sun Life Midcap Fund - Plan A (G) Review by Crisil - Rating: 2 (Rank 4 out of 5)

# 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)	1,176.05 (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

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 (%)
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 »

Portfolio

Top Holdings (Apr 30, 13)

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