JAMA
Jama - Aditya Birla Sun Life Equity Fund


Aditya Birla Sun Life Equity Fund


NAV : 803.52
(+4.72arrow_upward)
AUM : ₹10,840 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.73%10.45%2.92%10.54%4.89%11.64%10.75%



NAV History



Expense Ratio Trends


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.
NAV803.52
Launch Date-
Min (1st time)₹100
Min (later on)₹100
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₹1,01,449₹1,01,231₹218
After 1 year₹1,10,536₹1,09,530₹1,006
After 3 years₹1,39,152₹1,34,797₹4,355
After 20 years₹9,04,901₹7,32,038₹1,72,862

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 : 11.64% Past 3 yr Data




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