Jama - Aditya Birla Sun Life Equity Fund


Aditya Birla Sun Life Equity Fund


NAV : 788.5
(-2.8799999999999955arrow_downward)
AUM : ₹10,851 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
6.01%10.76%-11.65%1.63%-1.62%0.78%7.34%



NAV History



Expense Ratio Trends


Fund Details

It is a diversified equity scheme that looks for opportunities without any sectoral or market cap bias with the aim to provide long-term capital appreciation.
NAV788.5
Launch Date-
Min (1st time)₹100
Min (later on)₹100
Min SIP₹1,000
Expense Ratio2.17%
Exit Load : For redemption/switch out of units after 365 days from the date of allotment: Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,01,626₹1,00,746₹880

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 : 0.78% Past 3 yr Data




Fund Objective:
The objective of the scheme is long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities
Fund Manager:
Mr. Anil Shah









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