Jama - Axis Focused 25 Fund
NAV : 33.36
(+0.21000000000000085arrow_upward)
AUM : ₹11,239 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| 4.39% | 9.57% | -9.11% | 6.21% | -0.22% | 6.46% | 10.3% |
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 1 year | ₹1,06,209 | ₹1,04,952 | ₹1,258 |
| After 3 years | ₹1,20,659 | ₹1,16,346 | ₹4,313 |
| After 20 years | ₹3,49,727 | ₹2,74,370 | ₹75,357 |
Investment Calculators
6.46000238670494
5.17604931155675
SIP Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
START
SIP
Lumpsum Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
INVEST
NOW
Returns assumed : 6.46% 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
