Jama - Aditya Birla Sun Life Focused Equity Fund


Aditya Birla Sun Life Focused Equity Fund


NAV : 115.4544
(-1.2494999999999976
arrow_downward
)
AUM : ₹56 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
4.13%9.28%21.35%13.23%8.45%22.07%13.09%



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.
NAV115.4544
Launch Date01-01-2013
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP-
Expense Ratio93.0%
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 6 months₹1,10,161₹1,09,902₹259
After 1 year₹1,13,227₹1,12,133₹1,094
After 3 years₹1,81,898₹1,76,876₹5,023
After 20 years₹53,97,506₹44,78,362₹9,19,144

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 : 22.07% 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