Jama - HDFC Focused 30 Fund


HDFC Focused 30 Fund


NAV : 181.105
(+1.3269999999999982
arrow_upward
)
AUM : ₹36 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
7.25%6.57%17.18%20.05%23.58%31.74%18.82%



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
NAV181.105
Launch Date31-12-2012
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio54.0%
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 JamaWith BrokerBack2Pocket
After 6 months₹1,08,249₹1,07,911₹338
After 1 year₹1,20,052₹1,18,452₹1,600
After 3 years₹2,28,641₹2,19,935₹8,706
After 20 years₹2,47,94,946₹1,91,40,819₹56,54,126

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 : 31.74% 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:
Roshi Jain