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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 : 19.36
(+0.03999999999999915arrow_upward)
AUM : ₹519 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.9%-1.68%4.52%14.85%12.73%11.33%10.37%



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.
NAV19.36
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 6 months₹1,02,236₹1,01,957₹279
After 1 year₹1,14,847₹1,13,613₹1,234
After 3 years₹1,37,972₹1,33,982₹3,990
After 20 years₹8,54,946₹7,03,050₹1,51,897

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 : 11.33% 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