Jama - Aditya Birla Sun Life Midcap Fund


Aditya Birla Sun Life Midcap Fund


NAV : 624.37
(+0.2599999999999909
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)
AUM : ₹34 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.78%11.68%29.64%25.63%12.31%29.55%17.31%



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.
NAV624.37
Launch Date01-01-2013
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio110.00000000000001%
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₹1,13,861₹1,13,621₹240
After 1 year₹1,25,633₹1,24,553₹1,080
After 3 years₹2,17,447₹2,11,719₹5,727
After 20 years₹1,77,42,637₹1,48,50,328₹28,92,309

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 : 29.55% 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:
Anil Shah