Jama - Aditya Birla Sun Life Income Fund


Aditya Birla Sun Life Income Fund


NAV : 108.3522
(+0.048499999999989996arrow_upward)
AUM : ₹1,452 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.64%1.06%3.03%4.98%8.66%9.77%6.76%



NAV History



Expense Ratio Trends


Fund Details

The scheme is positioned in the medium to long duration fund category. Owing to its mandate the scheme will invest in a portfolio of debt and money market securities of varied maturities to maintain a Macaulay duration in the range of 4-7 yrs.
NAV108.3522
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio1.68%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,01,504₹1,01,403₹101
After 1 year₹1,04,984₹1,04,558₹426
After 3 years₹1,32,270₹1,30,015₹2,255
After 20 years₹6,45,280₹5,75,397₹69,884

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 : 9.77% Past 3 yr Data




Fund Objective:
The objective of the scheme is to generate consistent income through superior yields on its investments at moderate levels of risk through a diversified investment approach. This income may be complemented by price changes of instruments in the portfolio
Fund Manager:
Mr. Pranay Sinha