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Jama - Axis Focused 25 Fund


Axis Focused 25 Fund

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Equity-Focused
NAV : 40.42
(-0.29999999999999716
arrow_downward
)
AUM : ₹151 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.91%-6.99%-11.9%-14.99%-1.55%19.86%9.21%



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
NAV40.42
Launch Date01-01-2013
Min (1st time)₹500
Min (later on)₹100
Min SIP₹1,000
Expense Ratio74.0%
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₹1,72,178₹1,66,482₹5,696
After 20 years₹37,42,666₹29,90,760₹7,51,906

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 : 19.86% 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