Jama - Nippon India Tax Saver Fund


Nippon India Tax Saver Fund


NAV : 90.7396
(+0.8025999999999982
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)
AUM : ₹112 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
3.98%5.16%-0.07%15.11%12.01%27.21%8.92%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit.
NAV90.7396
Launch Date01-01-2013
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio106.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,15,115₹1,14,299₹816
After 3 years₹2,05,858₹2,01,508₹4,350
After 20 years₹1,23,15,509₹1,06,80,960₹16,34,549

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 : 27.21% Past 3 yr Data




Fund Objective:
Seeks to maintain balance between large cap companies and mid cap companies. Endeavors to invest in potential leaders. Invest in companies with potential of high growth prospects over medium term (2-3 years). Generally, the fund has two or three sector calls at a time. They are mostly in-line of emerging market trends. Small percentage of portfolio is invested in contrarian calls. Significant percent of outstanding equity of the scheme is invested in high conviction mid-cap companies. Significant allocation/exposure is taken in Multinational Companies (MNC’s). Attempt to have a balanced portfolio on a macro basis, allocating to themes like Domestic, Consumption & Defensive.
Fund Manager:
Rupesh Patel