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Jama - Indiabulls Tax Savings Fund


Indiabulls Tax Savings Fund

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Equity-Equity Linked Savings Scheme
NAV : 14.36
(-0.21000000000000085
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)
AUM : ₹82 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.48%-0.61%5.05%2.68%12.51%11.91%6.69%



NAV History



Expense Ratio Trends


Fund Details
NAV14.36
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP-
Expense Ratio50.0%
Exit Load : Entry Load- NA Exit Load- NIL


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,02,492₹1,02,045₹448
After 1 year₹1,02,678₹1,00,906₹1,772
After 3 years₹1,40,145₹1,31,044₹9,100
After 20 years₹9,48,803₹6,06,434₹3,42,369

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 : 11.91% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related Securities.The scheme shall offer tax benefits under Section 80C of the Income Tax Act. However,there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
Fund Manager:
Sumit Bhatnagar