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Jama - Aditya Birla Sun Life Equity Fund


Aditya Birla Sun Life Equity Fund


NAV : 765.89
(+4.54arrow_upward)
AUM : ₹9,690 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
173.04%9.68%1.47%6.77%9.29%18.05%19.91%



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.
NAV765.89
Launch Date-
Min (1st time)₹500
Min (later on)₹500
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₹1,00,731₹1,00,273₹458
After 1 year₹1,06,773₹1,05,677₹1,096
After 3 years₹1,64,530₹1,59,422₹5,108
After 20 years₹27,64,615₹22,40,347₹5,24,268

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 : 18.05% 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