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 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 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
| Min (1st time) | ₹1,000 |
| Min (later on) | ₹1,000 |
| Min SIP | ₹1,000 |
| Expense Ratio | 2.55% |
| 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 Jama | With Broker | Back2Pocket |
| 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
21.360269805905617
20.28116114811176
SIP Calculator
After Years
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Lumpsum Calculator
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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
