Jama - Aditya Birla Sun Life Small Cap Fund


Aditya Birla Sun Life Small Cap Fund


NAV : 54.8968
(+0.8423000000000016
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)
AUM : ₹29 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 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.
NAV54.8968
Launch Date01-01-2013
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio104.0%
Exit Load : within 365 days/1% of applicable NAV


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
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



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 : 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