Jama - Aditya Birla Sun Life Tax Relief '96


Aditya Birla Sun Life Tax Relief '96


NAV : 40.82
(+0.8200000000000003
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)
AUM : ₹10,800 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.39%-4.7%2.84%16.74%13.68%11.39%14.42%



NAV History



Expense Ratio Trends


Fund Details

It is an open-ended ELSS that provides an opportunity to save tax while growing your money through equity investments.
NAV40.82
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio90.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,01,409₹1,01,203₹206
After 1 year₹1,16,737₹1,15,732₹1,005
After 3 years₹1,38,206₹1,34,341₹3,864
After 20 years₹8,64,645₹7,15,703₹1,48,941

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 : 11.39% Past 3 yr Data




Fund Objective:
An open-ended equity linked savings scheme (ELSS) with the objective of long term growth of capital through a portfolio with a target allocation of 80% equity, 20% debt and money market securities
Fund Manager:
Mr. Ajay Garg