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Jama - HDFC Equity Fund


HDFC Equity Fund

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Equity_Market Cap Fund
NAV : 1144.296
(+14.172000000000025
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)
AUM : ₹19,322 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-3.15%9.6%5.26%8.71%37.19%18.28%13.63%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme investing across large cap, mid cap & small cap stocks
NAV1144.296
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹500
Expense Ratio105.0%
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 JamaWith BrokerBack2Pocket
After 6 months₹1,02,594₹1,02,424₹170
After 1 year₹1,08,705₹1,07,992₹713
After 3 years₹1,65,473₹1,62,504₹2,970
After 20 years₹28,72,034₹25,45,382₹3,26,652

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 18.28% Past 3 yr Data




Fund Objective:
To generate capital appreciation / income from a portfolio, predominantly invested in equity & equity related instruments.
Fund Manager:
Roshi Jain