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Jama - IDBI FOCUSED 30 EQUITY FUND


IDBI FOCUSED 30 EQUITY FUND

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Equity-Focused
NAV : 18.24
(+0.05000000000000071
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)
AUM : ₹1 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
4.96%9.57%12.34%19.41%12.34%21.15%11.51%



NAV History



Expense Ratio Trends


Fund Details

An open-ended equity scheme investing in maximum 30 stocks (predominantly large cap)
NAV18.24
Launch Date17-11-2017
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio161.0%
Exit Load : 1% for redemption within 365 days


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,05,990₹1,05,761₹228
After 1 year₹1,19,410₹1,18,360₹1,050
After 3 years₹1,77,819₹1,73,235₹4,584
After 20 years₹46,40,002₹38,98,512₹7,41,491

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 : 21.15% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to provide long term capital appreciation by investing in concentrated portfolio of large cap focused equity and equity related instruments of up to 30 companies and balance in debt and money market Instruments. However there can be no assurance that the investment objective of the Scheme will be realized
Fund Manager:
Alok Ranjan