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Jama - HDFC Focused 30 Fund


HDFC Focused 30 Fund

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Equity-Focused
NAV : 142.222
(-0.5169999999999959
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)
AUM : ₹36 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.32%-1.16%2.79%15.29%21.8%41.63%12.4%



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
NAV142.222
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₹1,01,386₹1,01,028₹358
After 1 year₹1,15,293₹1,13,707₹1,586
After 3 years₹2,84,114₹2,73,861₹10,253
After 20 years₹10,55,08,898₹8,25,78,995₹2,29,29,903

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 41.63% 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