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Jama - Aditya Birla Sun Life Banking and Financial Services Fund


Aditya Birla Sun Life Banking and Financial Services Fund

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Equity-Sectoral-Banking
NAV : 41.04
(-0.5200000000000031
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)
AUM : ₹24 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.8%-4.44%-3.1%5.08%7.33%32.86%9.44%



NAV History



Expense Ratio Trends


Fund Details

It is an open-ended equity scheme that concentrates on the companies engaged in banking & financial services businesses with a growth oriented investment style
NAV41.04
Launch Date14-12-2013
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio117.0%
Exit Load : For redemption/switch out of units within 365 days from the date of allotment: 1.00% of applicable NAV. For redemption/switch out of units after 365 days from the date of allotment: Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,05,082₹1,04,038₹1,044
After 3 years₹2,34,537₹2,27,448₹7,090
After 20 years₹2,93,81,982₹2,39,44,655₹54,37,327

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 : 32.86% Past 3 yr Data




Fund Objective:
The primary investment objective of the Scheme is to generate long-term capital appreciation to unitholders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/ indicate any returns. There can be no assurance that the scheme objectives will be achieved
Fund Manager:
Dhaval Gala