Jama - Axis Focused 25 Fund


Axis Focused 25 Fund


NAV : 47.89
(+0.07000000000000028
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)
AUM : ₹151 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.23%-0.77%14.24%6.47%-4.3%13.67%11.77%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme investing in maximum 25 stocks investing in large cap, mid cap and small cap companies
NAV47.89
Launch Date01-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP₹1,000
Expense Ratio72.0%
Exit Load : 1% if redeemed/ switched out within 1 year from the date of allotment. (w.e.f. 15th May 2015)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,06,884₹1,06,625₹259
After 1 year₹1,06,470₹1,05,422₹1,047
After 3 years₹1,46,889₹1,42,202₹4,687
After 20 years₹12,97,951₹10,45,611₹2,52,340

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 : 13.67% Past 3 yr Data




Fund Objective:
To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.
Fund Manager:
Jinesh Gopani