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 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 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.
| Min (1st time) | ₹1,000 |
| Min (later on) | ₹1,000 |
| Min SIP | ₹1,000 |
| Expense Ratio | 100.0% |
| 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 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
19.025561930212497
17.936013688048646
SIP Calculator
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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
