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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 : 16.91
(+0.08999999999999986arrow_upward)
AUM : ₹519 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.76%4.77%-3.85%5.08%1.92%2.67%6.4%



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.
NAV16.91
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio2.23%
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 1 year₹1,05,076₹1,04,046₹1,030
After 3 years₹1,08,215₹1,04,927₹3,288
After 20 years₹1,69,272₹1,37,799₹31,474

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 : 2.67% 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:
Mr. Satyabrata Mohanty, Mr. Lovelish Solanki, Mr. Pranay Sinha