Jama - Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
NAV : 468.05
(-5.199999999999989arrow_downward
)
AUM : ₹34 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| -2.85% | -0.62% | -6.78% | -4.4% | 12.08% | 33.8% | 8.64% |
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.
| NAV | 468.05 |
| Launch Date | 01-01-2013 |
| Min (1st time) | ₹1,000 |
| Min (later on) | ₹1,000 |
| Min SIP | ₹1,000 |
| Expense Ratio | 120.0% |
| 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 Jama | With Broker | Back2Pocket |
|
|
| After 3 years | ₹2,39,511 | ₹2,33,014 | ₹6,497 |
| After 20 years | ₹3,37,93,769 | ₹2,81,32,807 | ₹56,60,962 |
Investment Calculators
33.7956
32.5747
SIP Calculator
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Lumpsum Calculator
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Returns assumed : 33.8% 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
