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Jama - IDFC Focused Equity Fund


IDFC Focused Equity Fund

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Equity-Focused Fund
NAV : 54.35
(+0.07000000000000028
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)
AUM : ₹1,384 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.04%-8.32%-10.83%-2.18%20.49%10.55%9.04%



NAV History



Expense Ratio Trends


Fund Details

IDFC Focused Equity Fund is a concentrated portfolio of up to 30 stocks with the flexibility to invest across sectors and across market cap.
NAV54.35
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio82.0%
Exit Load : Entry load less than 5 cr-2.25%Exit load within 1 year 2.25%


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,35,095₹1,29,753₹5,342
After 20 years₹7,42,888₹5,67,694₹1,75,194

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 :


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Returns assumed : 10.55% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is seek to generate capital appreciation by investing in a concentrated portfolio of equity and equity related instruments up to 30 companies. There is no assurance or guarantee that the objectives of the scheme will be realized.
Fund Manager:
Sumit Agrawal