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Jama - Aditya Birla Sun Life Equity Fund


Aditya Birla Sun Life Equity Fund


NAV : 765.11
(-7.81arrow_downward)
AUM : ₹9,690 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.65%8.4%5.86%3.97%7.3%15.86%14.85%



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.
NAV765.11
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 6 months₹1,02,889₹1,02,646₹244
After 1 year₹1,03,968₹1,02,934₹1,034
After 3 years₹1,55,508₹1,50,627₹4,880
After 20 years₹18,98,203₹15,34,687₹3,63,516

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 : 15.86% 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