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Jama - Axis Focused 25 Fund


Axis Focused 25 Fund

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Equity-Focused
NAV : 47.84
(-0.22999999999999687
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)
AUM : ₹151 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.31%2.71%18.36%1.77%-5.26%14.74%10.05%



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
NAV47.84
Launch Date01-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP₹1,000
Expense Ratio72.0%
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 6 months₹1,08,792₹1,08,535₹257
After 1 year₹1,01,766₹1,00,765₹1,001
After 3 years₹1,51,058₹1,46,237₹4,821
After 20 years₹15,64,182₹12,60,007₹3,04,175

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 : 14.74% 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