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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
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 2.3 | 12 |
| 3 mth | 4.0 | 1 |
| 6 mth | 1.0 | 14 |
| 1 year | 28.3 | 1 |
| 2 year | 10.0 | 10 |
| 3 year | 9.2 | 13 |
| 5 year | 10.0 | 11 |
# Moneycontrol Rank within 50 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -9.8 | - | - | - | - |
| 2012 | 14.0 | -0.3 | 13.1 | 10.1 | 44.0 |
| 2011 | -12.2 | 4.4 | -7.9 | -10.7 | -24.6 |
| 2010 | -0.9 | 9.2 | 16.1 | -4.3 | 22.4 |
| 2009 | -3.7 | 41.0 | 26.2 | 8.9 | 90.1 |
| 2008 | -28.1 | -11.0 | 2.4 | -22.0 | -50.7 |
* 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 | 2.3 | 4.0 | 1.0 | 28.3 | 10.0 | 9.2 | 10.0 |
| Category avg | 1.2 | -1.0 | -2.4 | 15.0 | 5.2 | 5.7 | 5.5 |
| Difference of Fund returns and Category returns | 1.1 | 5.0 | 3.4 | 13.3 | 4.8 | 3.5 | 4.5 |
| 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 # | 1.4 | 1.6 | 5.0 | 20.7 | 4.1 | 4.8 | 3.4 |
| Difference of Fund returns and Benchmark returns | 0.9 | 2.4 | -4.0 | 7.6 | 5.9 | 4.4 | 6.6 |
Investment Objective
A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity,focusing on investing in businesses that are driven by India’s large population and inherent consumption patterns. The focus of the scheme will be in the consumer and healthcare sectors. The secondary objective is income generation and distribution of dividend.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 15, 2000 |
| Benchmark | S&P BSE 200 |
| Asset Size (Rs cr) | 39.91 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Ajay Garg View performance of schemes managed by the Fund Manager |
| Notes | All Indian schemes of Alliance Capital Mutual Fund have been acquired by Birla Sun Life AMC with effect from the close of business hours on September 23, 2005. |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.50% |
| Load Comments | Exit Load of 0.50% if redeemed/switch-out of units within 7 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 % |
|---|---|---|---|
| ING Vysya Bank | Banking/Finance | 2.60 | 6.46 |
| HDFC | Banking/Finance | 2.53 | 6.28 |
| Bayer Cropscien | Chemicals | 2.38 | 5.91 |
| HUL | Cons NonDurable | 2.31 | 5.74 |
| Jet Airways | Services | 2.24 | 5.56 |
| ICRA | Miscellaneous | 2.00 | 4.97 |
| Biocon | Pharmaceuticals | 1.68 | 4.18 |
| Sundaram-Clayto | Automotive | 1.66 | 4.14 |
| GlaxoSmithKline | Pharmaceuticals | 1.63 | 4.05 |
| Shoppers Stop | Retail & Real Estate | 1.41 | 3.50 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 26.81 | 26.81 | 19.89 |
| Pharmaceuticals | 13.50 | 16.94 | 10.22 |
| Automotive | 12.69 | 12.69 | 7.91 |
| Chemicals | 8.31 | 10.52 | 7.95 |
| Cons NonDurable | 7.91 | 7.91 | 4.20 |
| Miscellaneous | 6.64 | 6.83 | 4.57 |
| Equity | 98.69 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 1.31 |
| Holdings | (%) |
|---|---|
| Top 5 | 29.95 |
| Top 10 | 50.79 |
| Sector | (%) |
|---|---|
| Top 3 | 53.00 |
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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