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Jama - Mahindra Unnati Emerging Business Yojana


Mahindra Unnati Emerging Business Yojana

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Equity-Market Cap Fund
NAV : 16.5882
(+0.17989999999999995
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)
AUM : ₹508 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-3.26%-9.16%-9.1%0.18%31.95%19.81%NA



NAV History



Expense Ratio Trends


Fund Details

Selection of focused sustainable businesses from across sectors. Potential to generate higher risk adjusted returns in the long term. Active management of portfolio with primary investments in mid-caps
NAV16.5882
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP-
Expense Ratio65.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,71,993₹1,63,755₹8,238
After 20 years₹37,16,027₹26,78,937₹10,37,090

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 19.81% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to seek to generate long term capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity & equity related securities and derivatives predominantly in mid cap companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Manager:
V Balasubramanian