Jama - Aditya Birla Sun Life Small Cap Fund


Aditya Birla Sun Life Small Cap Fund


NAV : 57.8082
(+0.30299999999999727
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)
AUM : ₹2,030 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.75%1.01%10.89%-4.04%25.33%21.24%5.1%



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 small-cap companies.
NAV57.8082
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio106.0%
Exit Load : within 365 days/1% of applicable NAV


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,05,302₹1,05,016₹287
After 3 years₹1,78,192₹1,72,497₹5,695
After 20 years₹47,05,241₹37,89,153₹9,16,087

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 : 21.24% Past 3 yr Data




Fund Objective:
The Scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of Small cap companies
Fund Manager:
Vishal Gajwani