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Jama - Aditya Birla Sun Life Savings Fund


Aditya Birla Sun Life Savings Fund

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Debt-Ultra Short Duration
NAV : 470.2589
(+0.5118999999999687
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)
AUM : ₹145 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.6%1.72%3.39%5.53%4.95%5.47%6.44%



NAV History



Expense Ratio Trends


Fund Details

Aditya Birla Sun Life Savings Fund is positioned in ultra-short duration fund category. The portfolio of the fund will constitute of debt and money market instruments of short maturities. The Macaulay Duration of the fund will be in the range of 3-6months.
NAV470.2589
Launch Date01-01-2013
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio34.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,01,683₹1,01,636₹47
After 1 year₹1,05,532₹1,05,343₹189
After 3 years₹1,17,324₹1,16,765₹558
After 20 years₹2,90,115₹2,81,033₹9,082

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 5.47% Past 3 yr Data




Fund Objective:
The primary objective is to generate regular income through investments in debt and money market instruments. Income may be generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. The scheme will under normal market conditions, invest its net assets in fixed income securities, money market instruments, cash and cash equivalents
Fund Manager:
Kaustubh Gupta