Jama - Aditya Birla Sun Life Focused Equity Fund
Aditya Birla Sun Life Focused Equity Fund
NAV : 96.0671
(-0.7282000000000011arrow_downward
)
AUM : ₹56 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| -4.53% | -6.94% | -3.77% | -1.72% | 8.34% | 22.35% | 10.48% |
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.
| NAV | 96.0671 |
| Launch Date | 01-01-2013 |
| Min (1st time) | ₹1,000 |
| Min (later on) | ₹1,000 |
| Min SIP | ₹1,000 |
| Expense Ratio | 106.0% |
| 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 | ₹1,83,134 | ₹1,78,073 | ₹5,061 |
| After 20 years | ₹56,46,618 | ₹46,84,327 | ₹9,62,291 |
Investment Calculators
22.3459
21.2083
SIP Calculator
After Years
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Broker(Regular)
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Lumpsum Calculator
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Returns assumed : 22.35% 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
