JAMA
Jama - Aditya Birla Sun Life Regular Savings Fund


Aditya Birla Sun Life Regular Savings Fund


NAV : 41.8337
(-0.023arrow_downward)
AUM : ₹2,490 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.6%2.25%4.04%3.99%3.5%9.4%11.02%



Fund Details

The scheme is positioned in conservative hybrid fund category and invests in a mix of equity, debt and money market instruments. The predominant allocation will be made in fixed income instruments (75%-90%). It provides dual benefits to its investors through the growth potential of equity allocation along with regular income generation potential of debt allocation.
NAV41.8337
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹1,000
Expense Ratio2.11%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,01,998₹1,01,868₹130
After 1 year₹1,03,987₹1,03,206₹781
After 3 years₹1,30,925₹1,26,720₹4,206
After 20 years₹6,02,783₹4,84,878₹1,17,905

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 : 9.4% Past 3 yr Data

NAV History



Expense Ratio Trends





Fund Objective:
The primary objective of the scheme is to generate regular income so as to make monthly payments or distribution to unit holders, with the secondary objective being growth of capital. Monthly income is not assured and is subject to availability of distributable surplus.
Fund Manager:
Mr. Satyabrata Mohanty, Mr. Pranay Sinha & Mr. Vineet Maloo