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Tuesday, December 31, 2013

Birla Sun Life Mid Cap Fund

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Call 0 94 8300 8300 (India)

Birla SunLife MidCap Fund

Compared to its benchmark the fund looks impressive, but Birla Sun Life Mid Cap fund is extremely disappointing in comparison with other funds in the category.

The universe of stocks in which the mid cap funds can invest is large, and therefore a fund manager can bring significant difference to a scheme's performance, with his choice of stocks. On the other hand, you will not notice a significant difference in returns of the best and worst performing fund in the large cap category. This is because of the limited choice of available stocks.

 

This fund has done a reasonable job in giving consistent returns from a mid-cap portfolio and beating its benchmark. It had a very good year in 2009 when it delivered a return of 120 per cent. But it struggled to match even the category average for 3 calendar years that followed until 2012.

 

There are funds that have delivered significant returns even over the last 3-4 years, and that is where investors should pick a fund.

Happy Investing!!

We can help. Call 0 94 8300 8300 (India)

Leave your comment with mail ID and we will answer them

OR

You can write back to us at PrajnaCapital [at] Gmail [dot] Com

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Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C.

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These Application Forms can be used for buying regular mutual funds also

Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )

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Best Performing Mutual Funds

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      2. HDFC Taxsaver
      3. DSP BlackRock Tax Saver Fund
      4. Reliance Tax Saver (ELSS) Fund
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