Jama - Aditya Birla Sun Life Small Cap Fund


Aditya Birla Sun Life Small Cap Fund


NAV : 58.7321
(-0.7825999999999951arrow_downward)
AUM : ₹2,030 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.48%1.83%12.96%56.5%35.66%18.75%14.68%



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.
NAV58.7321
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio2.59%
Exit Load : within 365 days/1% of applicable NAV


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,06,284₹1,06,007₹277
After 1 year₹1,56,501₹1,54,941₹1,560
After 3 years₹1,67,475₹1,61,883₹5,592
After 20 years₹31,11,755₹24,81,266₹6,30,489

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 : 18.75% 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:
Mr. Jayesh Gandhi