Jama - Aditya Birla Sun Life Equity Fund
Aditya Birla Sun Life Equity Fund
NAV : 1093.64
(+10.790000000000191arrow_upward
)
AUM : ₹10,851 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| -3.02% | -10.09% | -10.77% | -3.81% | 25.68% | 12.08% | 10.22% |
NAV History
Expense Ratio Trends
Fund Details
It is a diversified equity scheme that looks for opportunities without any sectoral or market cap bias with the aim to provide long-term capital appreciation.
| Min (1st time) | ₹100 |
| Min (later on) | ₹100 |
| Min SIP | ₹1,000 |
| Expense Ratio | 96.0% |
| Exit Load : 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 Jama | With Broker | Back2Pocket |
|
|
| After 3 years | ₹1,40,800 | ₹1,37,203 | ₹3,597 |
| After 20 years | ₹9,78,783 | ₹8,23,665 | ₹1,55,118 |
Investment Calculators
12.0816
11.1188
SIP Calculator
After Years
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Lumpsum Calculator
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Returns assumed : 12.08% Past 3 yr Data
Fund Objective:
The objective of the scheme is long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities
