Jama - Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
NAV : 54.8968
(+0.8423000000000016arrow_upward
)
AUM : ₹29 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| -2.96% | -5.55% | -4.57% | -3.39% | 9.06% | 35.54% | 5.13% |
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 | 54.8968 |
| Launch Date | 01-01-2013 |
| Min (1st time) | ₹1,000 |
| Min (later on) | ₹1,000 |
| Min SIP | ₹1,000 |
| Expense Ratio | 104.0% |
| Exit Load : within 365 days/1% of applicable NAV |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
|
|
| After 3 years | ₹2,49,000 | ₹2,41,078 | ₹7,922 |
| After 20 years | ₹4,37,85,509 | ₹3,52,95,597 | ₹84,89,912 |
Investment Calculators
35.5397
34.0868
SIP Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
START SIP
Lumpsum Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
INVEST NOW
Returns assumed : 35.54% 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
