Jama - Mahindra Mutual Fund Kar Bachat Yojana


Mahindra Mutual Fund Kar Bachat Yojana


NAV : 12.3864
(+0.03810000000000002arrow_upward)
AUM : ₹299 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
5.21%9.83%-7.71%2.87%-2.54%-1.05%NA



NAV History



Expense Ratio Trends


Fund Details

Potential Capital Appreciation: Scheme invests in a diversified equity portfolio thereby offering the investor, possibility of growing their investments. Tax Benefit: Investments in this scheme are entitled for tax deduction under section 80C. Possibility of saving upto Rs. 51,480/-*.Lock-in Feature: This feature endeavors to protect your investments from impact of short term market volatility. Lock-in of only 3 years! Other traditional tax savings options may have longer holding periods.
NAV12.3864
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP-
Expense Ratio0.0%
Exit Load : Entry Load Not applicable SEBI vide its circular no. SEBI/IMD/CIR No. 4/ 168230/09 dated June 30 2009 has decided that there shall be no entry Load for all Mutual Fund Schemes. The upfront commission on investment made by the investor if any shall be paid to the ARN Holder (AMFI registered Distributor) directly by the investor based on the investors assessment of various factors including service rendered by the ARN Holder. Exit Load Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,02,865₹1,01,151₹1,714

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 : -1.05% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to generate long term capital appreciation through a diversified portfolio of equity and equity related securities. The Scheme does not guarantee or assure any returns.
Fund Manager:
Mr. V Balasubramanian