Jama - Aditya Birla Sun Life Midcap Fund


Aditya Birla Sun Life Midcap Fund


NAV : 506.5
(-3.5299999999999727arrow_downward)
AUM : ₹2,222 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.72%11.43%36.26%76.73%34.24%22.62%13.31%



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.
NAV506.5
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio100.0%
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 JamaWith BrokerBack2Pocket
After 6 months₹1,16,730₹1,16,468₹261
After 1 year₹1,76,733₹1,75,161₹1,572
After 3 years₹1,84,370₹1,79,383₹4,986
After 20 years₹59,05,561₹49,19,064₹9,86,496

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 : 22.62% 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
Fund Manager:
Mr. Jayesh Gandhi