Birla Sun Life Midcap Fund -PLAN (Equity, Mid Cap)

Moderately High
15 yrs 8 monthsStarted on:03 Oct 2002
₹ 2379.16 Cras on: 25 May 2018
Long Term Horizon
2.34%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The scheme aims at long-term growth of capital at controlled level of risk by investing primarily in mid-cap stocks, to generate returns higher than a fund focused on large and liquid stocks. A small portion of the portfolio may be kept in call & money market instruments in order to meet the liquidity needs.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 YR7.38
2 YR19.34
3 YR13.12

SIP Returns

TenureReturns (CAGR)
2 YR9.59
3 YR12.97
5 YR19.24
10 YR18.1

Portfolio

Company Name% Assets
Mahindra CIE Automotive Ltd.3.15
TI Financial Holdings Ltd.3.04
TeamLease Services Ltd.2.74
MRF Ltd.2.69
RBL Bank Ltd.2.68
Gujarat State Petronet Ltd.2.63
Sun TV Network Ltd.2.59
Tata Global Beverages Ltd.2.5
Godrej Industries Ltd.2.5
Petronet LNG Ltd.2.49

Top Sectoral Holdings

Sector Name% Assets
Financial23.97
Healthcare9.45
Services8.74
Energy8.18
Engineering7.01
Metals6.18
FMCG6.12
Cons Durable6.03
Automobile5.45
Technology4.62

Indicators

LabelValue
Portfolio turnover ratio92
Standard Deviation16.53%
Beta0.97%
Sharpe Ratio0.6

Jayesh Gandhi

Mr. Gandhi is a B.Com (H) from the University of Mumbai, CFA and Master of International Management degree from Thunderbird, USA
He has an experience of over 15 years in investment management and equity research. Prior to joining Birla Sun Life, he has also worked for 7 years with Morgan Stanley.

Other Funds Managed by Jayesh Gandhi

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