Jama - Aditya Birla Sun Life MIDCAP Fund
Aditya Birla Sun Life MIDCAP Fund
NAV : 454.35
(-2.3700000000000045arrow_downward
)
AUM : ₹2,222 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| -4.11% | -9.52% | -11.85% | 5.22% | 35.34% | 14.92% | 8.62% |
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.
| Min (1st time) | ₹1,000 |
| Min (later on) | ₹1,000 |
| Min SIP | ₹1,000 |
| Expense Ratio | 124.0% |
| 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 1 year | ₹1,05,220 | ₹1,04,310 | ₹910 |
| After 3 years | ₹1,51,777 | ₹1,47,729 | ₹4,048 |
| After 20 years | ₹16,14,482 | ₹13,48,258 | ₹2,66,225 |
Investment Calculators
14.9216
13.8908
SIP Calculator
After Years
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Direct Savings :
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Lumpsum Calculator
After Years
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Direct Savings :
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Returns assumed : 14.92% 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
