Jama - HDFC TaxSaver


HDFC TaxSaver


NAV : 774.664
(+1.4610000000000127arrow_upward)
AUM : ₹6,653 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 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
NAV774.664
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio2.3%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
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



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 : 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