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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
NAV : 43.44
(+0.35999999999999943arrow_upward)
AUM : ₹1,500 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-5.85%-8.74%0.66%21.45%8.68%11.54%15.76%



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
NAV43.44
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio2.52%
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 6 months₹1,00,331₹1,00,096₹235
After 1 year₹1,21,453₹1,20,244₹1,208
After 3 years₹1,38,763₹1,34,579₹4,183
After 20 years₹8,88,153₹7,24,196₹1,63,957

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 : 11.54% 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:
Mr. Satyabrata Mohanty, Mr. Dhaval Gala