Jama - Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
NAV : 74.0898
(-0.5679000000000087arrow_downward
)
AUM : ₹29 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| 5.85% | 15.56% | 36.39% | 24.9% | 12.15% | 31.67% | 13.25% |
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.
| NAV | 74.0898 |
| Launch Date | 01-01-2013 |
| Min (1st time) | ₹1,000 |
| Min (later on) | ₹1,000 |
| Min SIP | - |
| Expense Ratio | 89.0% |
| Exit Load : within 365 days/1% of applicable NAV |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
| After 6 months | ₹1,16,787 | ₹1,16,488 | ₹299 |
| After 1 year | ₹1,24,901 | ₹1,23,624 | ₹1,277 |
| After 3 years | ₹2,28,252 | ₹2,21,258 | ₹6,995 |
| After 20 years | ₹2,45,15,077 | ₹1,99,21,480 | ₹45,93,597 |
Investment Calculators
31.6654
30.3065
SIP Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
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Lumpsum Calculator
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Direct Savings :
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Returns assumed : 31.67% 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
