Birla Sun Life Small & Midcap Fund (Equity, Small Cap)

Moderately High
10 yrs 11 monthsStarted on:31 May 2007
₹ 2089.18 Cras on: 20 Apr 2018
Long Term Horizon
2.39%
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. 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.

Exit Load

Scheme Documents

Similar Funds
RELIANCE SMALL CAP FUND
Return (CAGR) 22.31%
Crisil Ranking 1
Value Research
Franklin India Smaller Companies Fund
Return (CAGR) 15.86%
Crisil Ranking 3
Value Research
HDFC Small Cap Fund
Return (CAGR) 16.71%
Crisil Ranking 1
Value Research

Tenure

TenureReturns (CAGR)
1 Month5.61
1 YR15.19
2 YR29.24
3 YR20.55

SIP Returns

TenureReturns (CAGR)
1 YR11.07
2 YR22.28
3 YR23.52
5 YR26.73
10 YR21.99

Portfolio

Company Name% Assets
Johnson Controls - Hitachi Air Conditioning India Ltd.2.82
Cyient Limited2.76
CG Power & Industrial Solutions Ltd.2.6
Gujarat State Petronet Ltd.2.45
PNC Infratech Ltd.2.35
Tata Metaliks Ltd.2.35
DCB Bank Ltd.2.32
Mahindra CIE Automotive Ltd.2.26
KEC International Ltd.2.24
Jyothy Laboratories Ltd.2.17

Top Sectoral Holdings

Sector Name% Assets
Financial15.45
Construction12.98
Services10.68
Engineering8.86
Metals6.52
Chemicals6.45
Automobile6.19
Energy4.61
Cons Durable4.11
FMCG3.86

Indicators

LabelValue
Portfolio turnover ratio35
Standard Deviation17.73%
Beta1.05%
Sharpe Ratio0.83

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

© CRISIL Limited 2017. All Rights Reserved