| Fund Type | Open Ended |
| Investment Plan | Dividend |
| Launch Date | 2002-10-3 |
| Benchmark | CNX Midcap |
| Asset Size(Cr) | 2144.44 (As on Feb 28, 2019) |
| Fund Manager | Jayesh Gandhi (3.4) |
| Notes | Birla Sun Life Mutual Fund has acquire ING Mutual Fund, pursuant to this all the schemes of ING Mutual Fund has been renamed to Birla Sun Life Mutual Fund w.e.f. Otcober 11, 2014, ING Midcap Fund has been merged with Birla Sun Life Small and Midcap Fund. |
| Min Investment | 1000 |
| Min SIP Investment | 1000 |
| Min Addl Investment | 1000 |
| Last Dividend | 3.75 (Aug-28-2015) |
| Bonus | N.A |
| Entry Load | . |
| Exit Load | 1% for 365 days |
| Period | Returns(%) | Benchmark Returns (%) |
| 3 Month | 0.75 | |
| 6 Month | -2.38 | |
| 1 Year | -5.21 | |
| 3 Year | 12.65 | |
| 5 Year | 18.93 |
- Returns for less than one year are Absolute, and those for more than one year are Annualised (CAGR).
- All the returns are calculated as against the performance of Nifty Free Float Midcap 100.
- The benchmark for the funds falling in small- and mid-cap category is Nifty Free Float Midcap 100.
| Fund Name | Ratings | 1 Yr Rtn. | 3 Yr Rtn. | 5 Yr Rtn. |
| L&T Midcap Fund (G) | -4.78% | 17.81% | 23.05% | |
| DSP Midcap Fund (G) | -0.79% | 16.68% | 21.33% | |
| Axis Mid Cap Fund (G) | 10.06% | 16.57% | 19.91% | |
| Kotak Emerging Equity Scheme (G) | -1.43% | 15.99% | 23.28% | |
| HDFC Mid-Cap Opportunities Fund (G) | -0.99% | 15.91% | 20.48% |
| Period | Returns (%) | NIFTY MIDCAP 50 (%) |
| 3 Month | 0.75 | |
| 6 Month | -2.38 | |
| 1 Year | -5.21 | |
| 3 Year | 12.65 | |
| 5 Year | 18.93 |
| No. of Investment | Amount Invested | Investment Value As on date | Units Purchased | CAGR |
| No. of Investment |
Amount Invested |
Investment Value As on date |
Units Purchased | CAGR |
The graph depicts the wealth generated or the historical returns offered by the SIP investments made in the selected time horizon.
| Total Amount Invested | Investment Value As on Date | Total Units Purchased | Abs. Return |
| Total Amount Invested |
Investment Value As on Date |
Total Units Purchased | Abs. Return |
The graph depicts the wealth generated or the historical returns offered by the lump sum investments made in the selected time horizon.
| Assets | Allocation (%) |
| Equity | |
| Debt | |
| Cash |
| Sector | Value(In Cr) | Allocation (%) |
| Holdings | Instrument | Industry | Rating | Market Value | % to NAV |
| Grand Total | 0 | 0% |
