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you are here: Moneycontrol Mutual Funds Small & Mid Cap Aditya Birla Sun Life Mutual Fund Aditya Birla Sun Life Midcap Fund - Direct Plan (G)

Aditya Birla Sun Life Midcap Fund - Direct Plan (G)

Plan: Direct | Option: Growth | Type : Open-Ended | AMFI Code: 119909
Buy
36.500 -0.34 ( -0.92 %)
NAV as on 10 Oct, 2014
Crisil MF Rank
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HIGH
FUND CLASS
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Info

Not Ranked

The scheme is Not Ranked in Small & Mid Cap category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

Birla Sun Life Mutual Fund has acquire ING Mutual Fund, pursuant to this all the schemes of ING Mutual Fund has been renamed to Birla Sun Life Mutual Fund w.e.f. Otcober 11, 2014, ING Midcap Fund has been merged with Birla Sun Life Small and Midcap Fund.

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Returns (NAV as on Oct 10, 2014)
Period Returns(%) Rank#
1 Month - -
3 Months - -
6 Months - -
1 Year - -
2 Years - -
3 Years - -
5 Years - -

# Moneycontrol Rank within 147 Small & Mid Cap Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 9.3 29.4 3.3 -0.9 45.8
2013 -16.8 -0.3 -3.3 19.9 0.2

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 0 0 0 0 0 0 0
Category average -4.3 -10.2 -13.2 -0.2 11 7.6 13
Difference of Fund returns and Category returns 0 0 0 0 0 0 0
Best of Category 1.7 0.1 11.7 29.8 34.2 20.4 34.9
Worst of Category -9.6 -20.8 -24.3 -14.1 3.3 3.7 14
Benchmark returns # -3 -9.3 -16.1 -1.3 12.1 9.5 19.6
Difference of Fund returns and Benchmark returns 0 0 0 0 0 0 0
# Benchmark Index: NIFTY MIDCAP 100

Investment Information

Investment Objective

N.A.

Registrars
  • Fund Type:

    Open-Ended

  • Investment Plan:

    Growth

  • Launch Date:

    Jan 01, 2013

  • Benchmark:

    NIFTY MIDCAP 100

  • Asset size (Rs Cr):

    1.36 ( Sep 30, 2014 )

  • Asset Date:

    Sep 30, 2014

  • Minimum Investment:

    Rs.5000

  • Last Dividend:

    N.A. View Dividend History

  • Bonus:

    N.A.

  • Fund Manager:

    Jasmina Parekh
    View performance of schemes managed by the Fund Manager

  • Notes:

    Birla Sun Life Mutual Fund has acquire ING Mutual Fund, pursuant to this all the schemes of ING Mutual Fund has been renamed to Birla Sun Life Mutual Fund w.e.f. Otcober 11, 2014, ING Midcap Fund has been merged with Birla Sun Life Small and Midcap Fund.

Load Details
  • Entry Load:

    N.A

  • Exit Load:

    1.00%

  • Load Comments:

    Exit Load 1% if redeemed on or before 365 days from the date of allotment.

Contact Details
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
HDFC Mid-Cap Opportunities Fund (G) 17,969.28 55.3 -6.4 -8.1 3.3 12.7 25.8
Sundaram Mid Cap Fund - Direct Plan (G) 553.30 486.6 -9.9 -12.7 -1.0 10.4 25.4
Sundaram Mid Cap Fund - Institutional Plan (G) 0.17 496.7 -9.9 -12.7 -1.0 10.4 25.4
Sundaram Mid Cap Fund - Regular Plan (G) 5,736.06 472.3 -10.0 -13.0 -1.7 9.8 24.7
Reliance Small Cap Fund (G) 5,855.32 39.8 -13.9 -17.8 1.4 15.6 33.6
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Sep 30, 2014
Company Sector Value %Assets
No Holdings Data Available
Asset Allocation (%) As on Sep 30, 2014
Equity 0.00
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 0.00
Sector Allocation (%) As on Sep 30, 2014
Sector %
No Sector Allocation Data Available
Concentration As on Sep 30, 2014
Holdings %
Top 5 0
Top 10 0
Sectors %
Top 3 0
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