Jama - HDFC Equity Fund
NAV : 1034.903
(+3.7590000000000146arrow_upward)
AUM : ₹19,322 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| -4.09% | 3.67% | 9.67% | 44.4% | 21.15% | 16.64% | 15.87% |
NAV History
Expense Ratio Trends
Fund Details
An open ended equity scheme investing across large cap, mid cap & small cap stocks
| Min (1st time) | ₹5,000 |
| Min (later on) | ₹1,000 |
| Min SIP | ₹500 |
| Expense Ratio | 2.0500000000000003% |
| Exit Load : In respect of each purchase / switch-in of units, an Exit load of 1.00% is payable if units are redeemed / switched-out within 1 year from the date of allotment. l no Exit load is payable if units are redeemed / switched-out after 1 year from the date of allotment |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
| After 6 months | ₹1,04,721 | ₹1,04,566 | ₹155 |
| After 1 year | ₹1,44,402 | ₹1,43,546 | ₹855 |
| After 3 years | ₹1,58,701 | ₹1,55,949 | ₹2,751 |
| After 20 years | ₹21,73,684 | ₹19,34,460 | ₹2,39,223 |
Investment Calculators
16.643305189589075
15.965283255998086
SIP Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
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Lumpsum Calculator
After Years
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Returns assumed : 16.64% Past 3 yr Data
Fund Objective:
To generate capital appreciation / income from a portfolio, predominantly invested in equity & equity related instruments.
Fund Manager:
Mr. Prashant Jain, Amar Kalkundrikar
