Jama - Aditya Birla Sun Life Midcap Fund
Aditya Birla Sun Life Midcap Fund
NAV : 618.3
(-2.4200000000000728arrow_downward
)
AUM : ₹34 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| 3.72% | 14.21% | 32.1% | 18.75% | 11.98% | 30.37% | NA |
NAV History
Expense Ratio Trends
Fund Details
It is an open-ended equity scheme that aims to generate capital appreciation by predominantly investing in equity & equity related securities of midcap companies.
| NAV | 618.3 |
| Launch Date | 01-01-2013 |
| Min (1st time) | ₹1,000 |
| Min (later on) | ₹1,000 |
| Min SIP | ₹1,000 |
| Expense Ratio | 110.00000000000001% |
| Exit Load : For redemption/switch out of units within 365 days from the date of allotment: 1.00% of applicable NAV. 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 Jama | With Broker | Back2Pocket |
| After 6 months | ₹1,14,935 | ₹1,14,692 | ₹244 |
| After 1 year | ₹1,18,753 | ₹1,17,731 | ₹1,022 |
| After 3 years | ₹2,21,565 | ₹2,15,720 | ₹5,845 |
| After 20 years | ₹2,01,06,866 | ₹1,68,24,250 | ₹32,82,616 |
Investment Calculators
30.366864076047296
29.210196032839654
SIP Calculator
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Lumpsum Calculator
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Returns assumed : 30.37% Past 3 yr Data
Fund Objective:
The investment objective of the scheme is long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks
