Jama - Aditya Birla Sun Life Equity Savings Fund


Aditya Birla Sun Life Equity Savings Fund


NAV : 19.15
(+0.019999999999999574
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)
AUM : ₹519 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.11%2.3%6.33%1.53%8.75%9.03%7.29%



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.
NAV19.15
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio129.0%
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₹1,03,116₹1,02,877₹240
After 1 year₹1,01,529₹1,00,512₹1,018
After 3 years₹1,29,624₹1,25,796₹3,828
After 20 years₹5,63,948₹4,61,799₹1,02,149

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 : 9.03% 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