JAMA
Jama - Aditya Birla Sun Life Focused Equity Fund


Aditya Birla Sun Life Focused Equity Fund


NAV : 65.7831
(-0.2089arrow_downward)
AUM : ₹4,050 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
6.5%12.16%-7.52%3.45%0.48%2.26%6.56%



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.
NAV65.7831
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio2.12%
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 JamaWith BrokerBack2Pocket
After 1 year₹1,03,453₹1,02,545₹908
After 3 years₹1,06,928₹1,03,753₹3,175
After 20 years₹1,56,298₹1,27,843₹28,455

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 : 2.26% 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:
Mr. Mahesh Patil