Jama - HDFC Focused 30 Fund
NAV : 129.174
(+0.36199999999999477arrow_upward)
AUM : ₹483 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| -1.39% | 3.35% | 13.75% | 44.06% | 20.8% | 15.34% | 13.29% |
NAV History
Expense Ratio Trends
Fund Details
An open ended equity scheme investing in maximum 30 stocks in large-cap, mid-cap and small-cap category
| Min (1st time) | ₹5,000 |
| Min (later on) | ₹1,000 |
| Min SIP | - |
| Expense Ratio | 0.0% |
| Exit Load : Entry Load Not Applicable. Exit Load In respect of each purchase / switch - in of units an exit load of 1.00% is payable if units are redeemed / switched out within 1 year from the date of allotment. No exit load is payable if units are redeemed / switched - out after 1 year from the date of allotment. |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
| After 6 months | ₹1,06,654 | ₹1,06,346 | ₹308 |
| After 1 year | ₹1,44,064 | ₹1,42,382 | ₹1,681 |
| After 3 years | ₹1,53,443 | ₹1,48,982 | ₹4,461 |
| After 20 years | ₹17,36,402 | ₹14,26,352 | ₹3,10,050 |
Investment Calculators
15.340680257842942
14.211894701004834
SIP Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
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SIP
Lumpsum Calculator
After Years
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Broker(Regular)
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Returns assumed : 15.34% Past 3 yr Data
Fund Objective:
To generate long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies.
Fund Manager:
Mr. Vinay R Kulkarni, Amar Kalkundrikar
