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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 : 18.65
(+0.08999999999999986
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)
AUM : ₹5 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.69%-1.58%0.97%0.54%4.42%12.1%6.78%



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.
NAV18.65
Launch Date28-11-2014
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio121.0%
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₹1,00,486₹1,00,235₹251
After 3 years₹1,40,879₹1,36,592₹4,288
After 20 years₹9,82,457₹7,99,517₹1,82,940

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 : 12.1% 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