Birla Sun Fundamental Relationships

119556 -- India Fund  

INR 40.55  40.55  9,223,372,036,855%

The Drivers Module shows relationships between Birla Sun's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Birla Sun Life Small Midcap Dir Gr over time as well as its relative position and ranking within its peers. Check also Trending Equities.

Birla Sun Life Three Year Return vs. Minimum Initial Investment Fundamental Analysis

Birla Sun Life Small Midcap Dir Gr is the top fund in minimum initial investment among similar funds. It is the top fund in three year return among similar funds . The ratio of Minimum Initial Investment to Three Year Return for Birla Sun Life Small Midcap Dir Gr is about  209.38 
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
Birla Sun 
Minimum Initial Investment 
=  
First Fund Deposit 
=
5 K
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Birla Sun 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
23.88 %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

Birla Sun Life Three Year Return Comparison

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