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Jama - Sundaram Focused Fund


Sundaram Focused Fund

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Equity-Focused Fund
NAV : 104.2278
(+1.4200000000000017
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)
AUM : ₹387 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.86%-13.11%-13.42%-2.32%23.5%15.3%12.26%



NAV History



Expense Ratio Trends


Fund Details

The fund endeavors to invest in about 30 stocks with adequate diversification across sectors. It invests in high conviction concentrated portfolio of compaies across market capitalization.
NAV104.2278
Launch Date-
Min (1st time)₹300
Min (later on)₹300
Min SIP₹2,000
Expense Ratio149.0%
Exit Load : 1% for redemption within 365 days


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,53,292₹1,49,353₹3,939
After 20 years₹17,25,032₹14,50,219₹2,74,812

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 :


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Returns assumed : 15.3% Past 3 yr Data




Fund Objective:
To provide capital appreciation and /or dividend distribution by investing in companies across market capitalization
Fund Manager:
Ravi Gopalakrishnan