Jama - Aditya Birla Sun Life Focused Equity Fund
Aditya Birla Sun Life Focused Equity Fund
NAV : 97.6918
(+1.5395000000000039arrow_upward
)
AUM : ₹4,050 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 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.
| Min (1st time) | ₹1,000 |
| Min (later on) | ₹1,000 |
| Min SIP | ₹1,000 |
| Expense Ratio | 79.0% |
| 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 Jama | With Broker | Back2Pocket |
|
|
| 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
14.8051
13.7648
SIP Calculator
After Years
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Broker(Regular)
Direct Savings :
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Lumpsum Calculator
After Years
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Direct Savings :
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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
