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Jama - HDFC Taxsaver


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Equity-Equity Linked Savings Scheme
NAV : 923.025
(+7.266999999999939
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)
AUM : ₹97 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
4.12%6.17%2.56%19.78%17.6%27.59%12.0%



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
NAV923.025
Launch Date31-12-2012
Min (1st time)₹500
Min (later on)₹500
Min SIP-
Expense Ratio114.99999999999999%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,01,273₹1,01,115₹158
After 1 year₹1,19,785₹1,19,040₹744
After 3 years₹2,07,697₹2,03,963₹3,734
After 20 years₹1,30,67,623₹1,15,79,046₹14,88,577

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 : 27.59% Past 3 yr Data




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