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 Month3 Months6 Months1 Year2 Years3 Years5 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.
NAV98.9798
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio2.12%
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 JamaWith BrokerBack2Pocket
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



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 : 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