JAMA
Jama - Aditya Birla Sun Life Equity Fund


Aditya Birla Sun Life Equity Fund


NAV : 723.42
(+2.07arrow_upward)
AUM : ₹11,101 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.43%-4.63%-5.51%-6.62%-0.9%6.84%10.41%



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.
NAV723.42
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 3 years₹1,21,957₹1,18,142₹3,815
After 20 years₹3,75,595₹3,03,875₹71,721

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 : 6.84% Past 3 yr Data

NAV History



Expense Ratio Trends





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