Jama - Aditya Birla Sun Life Midcap Fund


Aditya Birla Sun Life Midcap Fund


NAV : 539.15
(+10.629999999999995arrow_upward)
AUM : ₹2,222 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.94%0.02%16.34%53.63%31.67%19.03%16.08%



NAV History



Expense Ratio Trends


Fund Details

It is an open-ended equity scheme that aims to generate capital appreciation by predominantly investing in equity & equity related securities of midcap companies.
NAV539.15
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio100.0%
Exit Load : For redemption/switch out of units within 365 days from the date of allotment: 1.00% of applicable NAV. 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₹1,07,859₹1,07,626₹233
After 1 year₹1,53,630₹1,52,291₹1,339
After 3 years₹1,68,625₹1,64,036₹4,588
After 20 years₹32,56,903₹27,09,748₹5,47,155

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 : 19.03% Past 3 yr Data




Fund Objective:
The investment objective of the scheme is long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks
Fund Manager:
Mr. Jayesh Gandhi