Jama - HDFC Small Cap Fund
NAV : 87.159
(+0.2810000000000059arrow_upward)
AUM : ₹8,290 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| 1.72% | 0.29% | 14.95% | 70.62% | 40.38% | 21.4% | 22.4% |
NAV History
Expense Ratio Trends
Fund Details
An open ended equity scheme predominantly investing in small cap stocks
| Min (1st time) | ₹5,000 |
| Min (later on) | ₹1,000 |
| Min SIP | ₹500 |
| Expense Ratio | 2.4899999999999998% |
| 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 Jama | With Broker | Back2Pocket |
| After 6 months | ₹1,07,215 | ₹1,06,956 | ₹259 |
| After 1 year | ₹1,70,623 | ₹1,68,984 | ₹1,638 |
| After 3 years | ₹1,78,936 | ₹1,73,469 | ₹5,467 |
| After 20 years | ₹48,37,800 | ₹39,33,830 | ₹9,03,970 |
Investment Calculators
21.403831623695325
20.15470405155988
SIP Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
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Lumpsum Calculator
After Years
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Broker(Regular)
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Returns assumed : 21.4% Past 3 yr Data
Fund Objective:
To provide long-term capital appreciation /income by investing predominantly in Small-cap companies.
Fund Manager:
Mr. Chirag Setalvad, Amar Kalkundrikar
