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Jama - Aditya Birla Sun Life Focused Equity Fund


Aditya Birla Sun Life Focused Equity Fund

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Equity-Large-Cap
NAV : 91.3392
(+1.4434000000000111
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)
AUM : ₹4,050 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.53%-3.8%8.82%29.21%20.59%18.23%16.53%



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.
NAV91.3392
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₹1,04,316₹1,04,089₹227
After 1 year₹1,29,209₹1,28,098₹1,111
After 3 years₹1,65,286₹1,60,964₹4,322
After 20 years₹28,50,389₹23,88,864₹4,61,525

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 18.23% 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