Jama - Aditya Birla Sun Life Equity Advantage Fund


Aditya Birla Sun Life Equity Advantage Fund


NAV : 687.94
(+3.880000000000109
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)
AUM : ₹48 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
5.08%8.87%1.0%9.5%5.21%24.64%9.44%



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
NAV687.94
Launch Date01-01-2013
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio113.99999999999999%
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₹1,00,499₹1,00,297₹201
After 1 year₹1,09,499₹1,10,414- ₹915
After 3 years₹1,93,637₹1,88,638₹5,000
After 20 years₹81,89,555₹68,78,961₹13,10,594

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 : 24.64% 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:
Atul Penkar