Jama - Aditya Birla Sun Life Focused Equity Fund


Aditya Birla Sun Life Focused Equity Fund


NAV : 97.6918
(+1.5395000000000039
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)
AUM : ₹4,050 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-4.07%6.53%-0.93%-4.64%23.53%14.81%10.85%



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.
NAV97.6918
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio79.0%
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₹1,51,316₹1,47,239₹4,076
After 20 years₹15,82,062₹13,18,737₹2,63,326

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 : 14.81% 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