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Jama - Axis Focused 25 Fund


Axis Focused 25 Fund

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Equity-Focused
NAV : 49.68
(+0.3299999999999983
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)
AUM : ₹151 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
6.63%5.01%7.91%7.21%-1.5%9.34%11.8%



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
NAV49.68
Launch Date01-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP₹1,000
Expense Ratio72.0%
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 6 months₹1,03,878₹1,03,633₹245
After 1 year₹1,07,208₹1,06,171₹1,037
After 3 years₹1,30,710₹1,26,621₹4,088
After 20 years₹5,96,192₹4,82,373₹1,13,820

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 9.34% 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