Jama - HDFC TaxSaver
NAV : 774.664
(+1.4610000000000127arrow_upward)
AUM : ₹6,653 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| -1.65% | 2.96% | 17.09% | 43.31% | 20.03% | 14.69% | 13.2% |
NAV History
Expense Ratio Trends
Fund Details
An Open-ended Equity Linked Savings Scheme with a statutory lock in of 3 years and tax benefit
| Min (1st time) | ₹500 |
| Min (later on) | ₹500 |
| Min SIP | ₹500 |
| Expense Ratio | 2.3% |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
| After 6 months | ₹1,08,209 | ₹1,08,048 | ₹160 |
| After 1 year | ₹1,43,309 | ₹1,42,501 | ₹807 |
| After 3 years | ₹1,50,871 | ₹1,48,249 | ₹2,622 |
| After 20 years | ₹15,51,317 | ₹13,80,185 | ₹1,71,131 |
Investment Calculators
14.692500693960774
14.024157015020776
SIP Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
START
SIP
Lumpsum Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
INVEST
NOW
Returns assumed : 14.69% Past 3 yr Data
Fund Objective:
To generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
Fund Manager:
Mr. Vinay R Kulkarni, Mr. Rakesh Vyas
