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SET SMS ALERT Fund Family Birla Sun Life Mutual Fund
Fund Class Small & Mid Cap
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
No Data to display
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | - | - |
| 3 mth | - | - |
| 6 mth | - | - |
| 1 year | - | - |
| 2 year | - | - |
| 3 year | - | - |
| 5 year | - | - |
# Moneycontrol Rank within 49 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2011 | -17.2 | - | - | - | -17.2 |
| 2010 | 0.4 | 1.0 | 10.9 | -2.3 | 11.9 |
| 2009 | - | - | 16.6 | 12.5 | 31.0 |
* 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 | -- | -- | -- | -- | -- | -- | -- |
| Category avg | 5.4 | 0.5 | 1.8 | 18.4 | 5.9 | 4.7 | 5.1 |
| Difference of Fund returns and Category returns | -- | -- | -- | -- | -- | -- | -- |
| Best of category | 10.5 | 4.1 | 8.2 | 32.3 | 21.2 | 18.2 | 15.9 |
| Worst of category | -0.4 | -9.7 | -9.5 | 2.5 | -5.4 | -7.2 | -6.5 |
| Benchmark returns # | 8.6 | 2.7 | 5.3 | 18.9 | 1.7 | 1.2 | 3.5 |
| Difference of Fund returns and Benchmark returns | -- | -- | -- | -- | -- | -- | -- |
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 | Dividend |
| Launch date | Aug 06, 2009 |
| Benchmark | CNX Midcap |
| Asset Size (Rs cr) | 2.18 (Mar-31-2011) |
| Minimum Investment | Rs.200000 |
| 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 | 1.5 | 5.0 | 21.8 | 10.8 | 12.5 |
| HDFC MidCap Opportunities (G) | Rank 2 |
2,719.45 | 2.6 | 5.4 | 19.8 | 10.9 | 12.8 |
| ICICI Pru Discovery Fund (G) | Rank 2 |
2,538.81 | 0.2 | 4.7 | 19.1 | 7.9 | 14.0 |
| SBI Emerging Busi (G) | Rank 1 |
1,214.96 | 1.2 | 5.2 | 30.6 | 18.2 | 10.8 |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,930.19 | 2.8 | 0.0 | 20.5 | 6.3 | 8.6 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| No Holdings Data Available | |||
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 0.00 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
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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