JAMA
Jama - IDFC Focused Equity Fund


IDFC Focused Equity Fund


NAV : 44.28
(+0.14arrow_upward)
AUM : ₹1,384 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
9.35%16.18%-4.97%14.17%-2.27%2.01%7.63%



NAV History



Expense Ratio Trends


Fund Details

IDFC Focused Equity Fund is a concentrated portfolio of up to 30 stocks with the flexibility to invest across sectors and across market cap.
NAV44.28
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio0.0%
Exit Load : Entry load less than 5 cr-2.25%Exit load within 1 year 2.25%


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,14,170₹1,12,625₹1,545
After 3 years₹1,06,143₹1,01,323₹4,820
After 20 years₹1,48,804₹1,09,156₹39,648

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 : 2.01% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is seek to generate capital appreciation by investing in a concentrated portfolio of equity and equity related instruments up to 30 companies. There is no assurance or guarantee that the objectives of the scheme will be realized.
Fund Manager:
Mr. Sumit Agrawal