Jama - HDFC Equity Fund


HDFC Equity Fund


NAV : 1042.175
(-1.456000000000131
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)
AUM : ₹19,322 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.77%-1.35%7.76%40.1%20.16%16.22%16.12%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme investing across large cap, mid cap & small cap stocks
NAV1042.175
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹500
Expense Ratio2.0500000000000003%
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 JamaWith BrokerBack2Pocket
After 6 months₹1,03,807₹1,03,654₹153
After 1 year₹1,40,104₹1,39,264₹840
After 3 years₹1,56,995₹1,54,289₹2,706
After 20 years₹20,22,598₹18,01,205₹2,21,393

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 : 16.22% 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