Jama - Axis Focused 25 Fund


Axis Focused 25 Fund


NAV : 51.79
(-1.1300000000000026arrow_downward)
AUM : ₹11,239 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 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
NAV51.79
Launch Date-
Min (1st time)₹5,000
Min (later on)₹100
Min SIP₹1,000
Expense Ratio2.19%
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 JamaWith BrokerBack2Pocket
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



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 : 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