Jama - Aditya Birla Sun Life Focused Equity Fund
Aditya Birla Sun Life Focused Equity Fund
NAV : 66.7939
(+0.34149999999999636arrow_upward)
AUM : ₹4,050 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| 6.5% | 12.16% | -7.52% | 3.45% | 0.48% | 2.26% | 6.56% |
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 1 year | ₹1,03,453 | ₹1,02,545 | ₹908 |
| After 3 years | ₹1,06,928 | ₹1,03,753 | ₹3,175 |
| After 20 years | ₹1,56,298 | ₹1,27,843 | ₹28,455 |
Investment Calculators
2.25808127821645
1.23572471382984
SIP Calculator
After Years
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Direct Savings :
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SIP
Lumpsum Calculator
After Years
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Direct Savings :
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Returns assumed : 2.26% 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
