Jama - Aditya Birla Sun Life Equity Advantage Fund


Aditya Birla Sun Life Equity Advantage Fund


NAV : 760.99
(-22.68999999999994arrow_downward)
AUM : ₹4,323 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.97%-2.93%12.91%40.45%27.03%21.36%17.78%



NAV History



Expense Ratio Trends


Fund Details

It is an aggressive diversified equity scheme investing in both large cap and midcap stocks with a view to generate capital appreciation over long term
NAV760.99
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio2.55%
Exit Load : within 365 days from the date of allotment: 1.00% of applicable NAV. after 365 days from the date of allotment: Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,06,260₹1,06,033₹227
After 1 year₹1,40,452₹1,39,255₹1,197
After 3 years₹1,78,743₹1,74,017₹4,726
After 20 years₹48,03,200₹40,17,466₹7,85,734

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 21.36% Past 3 yr Data




Fund Objective:
The objective of the scheme is to achieve long-term growth of capital, at relatively moderate levels of risk through a diversified research based investment approach
Fund Manager:
Mr. Satyabrata Mohanty