Jama - Aditya Birla Sun Life Equity Fund


Aditya Birla Sun Life Equity Fund


NAV : 1093.64
(+10.790000000000191
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)
AUM : ₹10,851 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 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.
NAV1093.64
Launch Date-
Min (1st time)₹100
Min (later on)₹100
Min SIP₹1,000
Expense Ratio96.0%
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 JamaWith BrokerBack2Pocket
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



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 : 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
Fund Manager:
Anil Shah