Jama - Aditya Birla Sun Life Focused Equity Fund


Aditya Birla Sun Life Focused Equity Fund


NAV : 96.0671
(-0.7282000000000011
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)
AUM : ₹56 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-4.53%-6.94%-3.77%-1.72%8.34%22.35%10.48%



NAV History



Expense Ratio Trends


Fund Details

It is an open-ended equity scheme investing in a maximum of 30 stocks focusing on Top 100 companies (largecaps) as measured by full market capitalisation.
NAV96.0671
Launch Date01-01-2013
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio106.0%
Exit Load : For redemption/switch out of units after 365 days from the date of allotment: Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,83,134₹1,78,073₹5,061
After 20 years₹56,46,618₹46,84,327₹9,62,291

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 : 22.35% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential
Fund Manager:
Mahesh Patil