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Jama - Aditya Birla Sun Life Equity Savings Fund


Aditya Birla Sun Life Equity Savings Fund

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Hybrid-Equity Savings
NAV : 20.64
(-0.00999999999999801
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)
AUM : ₹5 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.63%2.28%9.09%11.51%4.74%11.03%9.17%



NAV History



Expense Ratio Trends


Fund Details

It is a hybrid fund that uses a unique combination of equity derivative strategies, arbitrage opportunities, pure equity investments, debt & money market instruments which together intends to deliver tax efficient capital growth and stable income with low volatility.
NAV20.64
Launch Date28-11-2014
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP-
Expense Ratio55.00000000000001%
Exit Load : For redemption/switch out of units within 365 days from the date of allotment: 1.00% of applicable NAV. Direct Plan 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₹1,04,447₹1,04,215₹232
After 1 year₹1,11,507₹1,10,393₹1,114
After 3 years₹1,36,882₹1,32,700₹4,183
After 20 years₹8,10,929₹6,59,378₹1,51,551

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 : 11.03% Past 3 yr Data




Fund Objective:
To provide capital appreciation and income distribution to the investors by using a blend of equity derivatives strategies, arbitrage opportunities and pure equity investments
Fund Manager:
Lovelish Solanki