Jama - Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
NAV : 624.37
(+0.2599999999999909arrow_upward
)
AUM : ₹34 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 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.
| NAV | 624.37 |
| Launch Date | 01-01-2013 |
| Min (1st time) | ₹1,000 |
| Min (later on) | ₹1,000 |
| Min SIP | ₹1,000 |
| Expense Ratio | 110.00000000000001% |
| 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 Jama | With Broker | Back2Pocket |
| 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
29.55402429630738
28.40643891449517
SIP Calculator
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Lumpsum Calculator
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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
