Jama - Aditya Birla Sun Life Focused Equity Fund
Aditya Birla Sun Life Focused Equity Fund
NAV : 113.1325
(-0.9473000000000127arrow_downward
)
AUM : ₹56 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| -0.42% | 2.72% | 14.72% | 14.87% | 5.73% | 20.91% | 14.68% |
NAV History
Expense Ratio Trends
Fund Details
It is an open-ended equity scheme investing in a maximum of 30 stocks focusing on Top 100 companies (largecaps) as measured by full market capitalisation.
| NAV | 113.1325 |
| Launch Date | 01-01-2013 |
| Min (1st time) | ₹1,000 |
| Min (later on) | ₹1,000 |
| Min SIP | - |
| Expense Ratio | 93.0% |
| Exit Load : For redemption/switch out of units after 365 days from the date of allotment: Nil |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
| After 6 months | ₹1,07,107 | ₹1,06,851 | ₹256 |
| After 1 year | ₹1,14,866 | ₹1,13,759 | ₹1,107 |
| After 3 years | ₹1,76,749 | ₹1,71,855 | ₹4,894 |
| After 20 years | ₹44,57,054 | ₹36,96,131 | ₹7,60,923 |
Investment Calculators
20.907264378391854
19.780843680588323
SIP Calculator
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Lumpsum Calculator
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Returns assumed : 20.91% Past 3 yr Data
Fund Objective:
The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 30 companies with long term sustainable competitive advantage and growth potential
Fund Manager:
Mahesh Patil
