Jama - Aditya Birla Sun Life Focused Equity Fund
Aditya Birla Sun Life Focused Equity Fund
NAV : 98.9798
(-0.9736000000000047arrow_downward)
AUM : ₹4,050 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| -4.12% | 0.13% | 12.75% | 34.49% | 21.85% | 18.77% | 16.44% |
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 | 2.12% |
| 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 6 months | ₹1,06,186 | ₹1,05,953 | ₹233 |
| After 1 year | ₹1,34,487 | ₹1,33,328 | ₹1,160 |
| After 3 years | ₹1,67,540 | ₹1,63,160 | ₹4,379 |
| After 20 years | ₹31,19,744 | ₹26,14,764 | ₹5,04,980 |
Investment Calculators
18.769779172872813
17.725793367135868
SIP Calculator
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Returns assumed : 18.77% 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:
Mr. Mahesh Patil
