Jama - Aditya Birla Sun Life Midcap Fund


Aditya Birla Sun Life Midcap Fund


NAV : 468.05
(-5.199999999999989
arrow_downward
)
AUM : ₹34 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.85%-0.62%-6.78%-4.4%12.08%33.8%8.64%



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.
NAV468.05
Launch Date01-01-2013
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio120.0%
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 3 years₹2,39,511₹2,33,014₹6,497
After 20 years₹3,37,93,769₹2,81,32,807₹56,60,962

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 : 33.8% 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