Jama - Aditya Birla Sun Life Focused Equity Fund
Aditya Birla Sun Life Focused Equity Fund
NAV : 115.4544
(-1.2494999999999976arrow_downward
)
AUM : ₹56 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 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.
| NAV | 115.4544 |
| Launch Date | 01-01-2013 |
| Min (1st time) | ₹1,000 |
| Min (later on) | ₹1,000 |
| Min SIP | - |
| Expense Ratio | 93.0% |
| 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 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
22.0702
20.9361
SIP Calculator
After Years
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Lumpsum Calculator
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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
