Jama - Aditya Birla Sun Life Equity Fund


Aditya Birla Sun Life Equity Fund


NAV : 1306.02
(-1.3299999999999272arrow_downward)
AUM : ₹10,851 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.88%-5.02%6.89%33.09%22.19%18.19%16.99%



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.
NAV1306.02
Launch Date-
Min (1st time)₹100
Min (later on)₹100
Min SIP₹1,000
Expense Ratio2.17%
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 JamaWith BrokerBack2Pocket
After 6 months₹1,03,387₹1,03,150₹236
After 1 year₹1,33,094₹1,31,979₹1,115
After 3 years₹1,65,093₹1,60,780₹4,313
After 20 years₹28,28,298₹23,70,722₹4,57,575

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 : 18.19% 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
Fund Manager:
Mr. Anil Shah