BIRLA SUN LIFE MIDCAP Fund Online
This fund suffered an extended lean patch after the 2008 financial crisis but, of late, it has shown signs of improvement in its performance. It is biased towards mid-caps but takes a sizeable exposure to large caps. The fund is very conscious of the risk involved in playing this segment and has a conservative approach. It strictly avoids concentration risk and runs a highly diversified portfolio that does not allow large positions even in its top stock picks. The fund manager, at times, gives higher importance to macro factors in portfolio construction than company specifics, often drilling down to sub-sectors for finding opportunities. The approach is yet to be fully tested, so investors should wait and see how the performance pans out over the next year or more.
This fund suffered an extended lean patch after the 2008 financial crisis but, of late, it has shown signs of improvement in its performance. It is biased towards mid-caps but takes a sizeable exposure to large caps. The fund is very conscious of the risk involved in playing this segment and has a conservative approach. It strictly avoids concentration risk and runs a highly diversified portfolio that does not allow large positions even in its top stock picks. The fund manager, at times, gives higher importance to macro factors in portfolio construction than company specifics, often drilling down to sub-sectors for finding opportunities. The approach is yet to be fully tested, so investors should wait and see how the performance pans out over the next year or more.
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