Jama - Aditya Birla Sun Life MIDCAP Fund


Aditya Birla Sun Life MIDCAP Fund


NAV : 454.35
(-2.3700000000000045
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)
AUM : ₹2,222 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 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.
NAV454.35
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio124.0%
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 JamaWith BrokerBack2Pocket
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



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 : 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
Fund Manager:
Anil Shah