Jama - HDFC TaxSaver


HDFC TaxSaver


NAV : 747.467
(+0.66700000000003
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)
AUM : ₹6,653 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.97%-1.29%12.03%38.43%18.86%14.12%13.29%



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
NAV747.467
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₹1,05,846₹1,05,687₹159
After 1 year₹1,38,426₹1,37,643₹783
After 3 years₹1,48,628₹1,46,044₹2,584
After 20 years₹14,03,892₹12,48,983₹1,54,909

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 : 14.12% 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