Jama - HDFC Large and Mid Cap Fund


HDFC Large and Mid Cap Fund


NAV : 194.666
(-1.9610000000000127
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)
AUM : ₹79 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.91%-1.43%-1.41%5.61%14.55%39.12%13.3%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme investing in both large cap and mid cap stocks
NAV194.666
Launch Date01-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio103.0%
Exit Load : In respect of each purchase / switch-in of units, an Exit load of 1.00% is payable if units are redeemed / switchedout within 1 year from the date of allotment. l no Exit load is payable if units are redeemed / switchedout after 1 year from the date of allotment.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,05,611₹1,04,710₹901
After 3 years₹2,69,238₹2,64,145₹5,093
After 20 years₹7,37,17,883₹6,49,06,014₹88,11,870

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 : 39.12% Past 3 yr Data




Fund Objective:
To generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.
Fund Manager:
Gopal Agrawal