Jama - HDFC Taxsaver


HDFC Taxsaver


NAV : 812.261
(+2.3170000000000073
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)
AUM : ₹6,653 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.38%8.79%5.9%5.62%30.0%15.79%9.92%



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
NAV812.261
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio123.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,02,906₹1,02,750₹157
After 1 year₹1,05,616₹1,04,970₹646
After 3 years₹1,55,237₹1,52,535₹2,702
After 20 years₹18,76,327₹16,69,062₹2,07,266

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 : 15.79% 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