Jama - Aditya Birla Sun Life Small Cap Fund
Aditya Birla Sun Life Small Cap Fund
NAV : 74.5393
(+0.262999999999991arrow_upward
)
AUM : ₹29 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| 0.63% | 11.88% | 33.48% | 29.94% | 11.25% | 31.34% | 16.24% |
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 small-cap companies.
| NAV | 74.5393 |
| Launch Date | 01-01-2013 |
| Min (1st time) | ₹1,000 |
| Min (later on) | ₹1,000 |
| Min SIP | - |
| Expense Ratio | 89.0% |
| Exit Load : within 365 days/1% of applicable NAV |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
| After 6 months | ₹1,15,533 | ₹1,15,235 | ₹299 |
| After 1 year | ₹1,29,941 | ₹1,28,598 | ₹1,343 |
| After 3 years | ₹2,26,587 | ₹2,19,639 | ₹6,949 |
| After 20 years | ₹2,33,47,293 | ₹1,89,69,539 | ₹43,77,754 |
Investment Calculators
31.34448025350909
29.987873352395276
SIP Calculator
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Lumpsum Calculator
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Returns assumed : 31.34% Past 3 yr Data
Fund Objective:
The Scheme seeks to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of Small cap companies
Fund Manager:
Vishal Gajwani
