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Mutual Fund Review – Birla Sun Life Small and Midcap

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


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)


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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