Jama - Aditya Birla Sun Life Small Cap Fund


Aditya Birla Sun Life Small Cap Fund


NAV : 61.0565
(+1.1049000000000007arrow_upward)
AUM : ₹2,030 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.04%3.79%26.56%78.18%36.76%21.71%12.43%



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.
NAV61.0565
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio2.59%
Exit Load : within 365 days/1% of applicable NAV


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,12,498₹1,12,206₹292
After 1 year₹1,78,179₹1,76,383₹1,797
After 3 years₹1,80,302₹1,74,290₹6,012
After 20 years₹50,89,400₹40,59,624₹10,29,776

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 : 21.71% 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:
Mr. Jayesh Gandhi