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Useful articles for your finance management by our team of experts

Mutual Fund Review – Birla Sun Life Small and Midcap

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Fund Name: Birla sun life small and midcap (G)

CRISIL Rank: NA

Category: Equity – Mid and Small Cap

Expense Ratio: 2.9%

Risk Level: Average

Benchmark: CNX Midcap

Objective: To generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and mid cap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.

Returns (Annualized)

1-Year3-Year5-Year
29.35%11.37%22.91%

Our Review

Birla sun life small and midcap fund has made its inception in the year 2007. Since inception, it has produced annualized returns of 7%. It has managed to beat the benchmark index as well as category average comprehensively in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include Jubilant life sciences, Balkrishna Industries, J&K bank, City Union bank and Jain irrigation systems ltd. The 5 year returns of the fund have been amazing. It has managed to pick up tomorrow’s winners today.

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