Jama - Axis Focused 25 Fund


Axis Focused 25 Fund


NAV : 41.15
(-0.4000000000000057
arrow_downward
)
AUM : ₹11,239 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-5.84%-15.57%-19.97%-10.09%17.47%9.76%11.2%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme investing in maximum 25 stocks investing in large cap, mid cap and small cap companies
NAV41.15
Launch Date-
Min (1st time)₹5,000
Min (later on)₹100
Min SIP₹1,000
Expense Ratio61.0%
Exit Load : 1% if redeemed/ switched out within 1 year from the date of allotment. (w.e.f. 15th May 2015)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,32,239₹1,27,738₹4,501
After 20 years₹6,44,252₹5,11,440₹1,32,812

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 : 9.76% Past 3 yr Data




Fund Objective:
To generate long term capital appreciation by investing in a concentrated portfolio of equity & equity related instruments of up to 25 companies.
Fund Manager:
Jinesh Gopani