Jama - Aditya Birla Sun Life Small Cap Fund


Aditya Birla Sun Life Small Cap Fund


NAV : 74.0898
(-0.5679000000000087
arrow_downward
)
AUM : ₹29 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 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.
NAV74.0898
Launch Date01-01-2013
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP-
Expense Ratio89.0%
Exit Load : within 365 days/1% of applicable NAV


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,16,787₹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



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 : 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