Jama - Axis Focused 25 Fund
NAV : 51.79
(-1.1300000000000026arrow_downward)
AUM : ₹11,239 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| -3.18% | -6.94% | 9.98% | 26.96% | 22.06% | 20.5% | 21.87% |
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
| Min (1st time) | ₹5,000 |
| Min (later on) | ₹100 |
| Min SIP | ₹1,000 |
| Expense Ratio | 2.19% |
| 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 Jama | With Broker | Back2Pocket |
| After 6 months | ₹1,04,871 | ₹1,04,575 | ₹296 |
| After 1 year | ₹1,26,958 | ₹1,25,557 | ₹1,401 |
| After 3 years | ₹1,74,969 | ₹1,68,689 | ₹6,280 |
| After 20 years | ₹41,66,247 | ₹32,65,271 | ₹9,00,976 |
Investment Calculators
20.500056542656164
19.040833893323494
SIP Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
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SIP
Lumpsum Calculator
After Years
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Broker(Regular)
Direct Savings :
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Returns assumed : 20.5% 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:
Mr. Jinesh Gopani
