Jama - HDFC Focused 30 Fund


HDFC Focused 30 Fund


NAV : 121.572
(-0.7439999999999998
arrow_downward
)
AUM : ₹483 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-3.62%-4.98%-1.04%16.07%33.71%12.77%9.49%



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
NAV121.572
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio99.0%
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 1 year₹1,16,067₹1,14,543₹1,524
After 3 years₹1,43,428₹1,38,784₹4,643
After 20 years₹11,07,180₹8,89,062₹2,18,118

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 : 12.77% 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