Jama - Quantum Tax Saving Fund


Quantum Tax Saving Fund


NAV : 76.06
(-0.10999999999999943
arrow_downward
)
AUM : ₹69 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-3.36%6.26%1.89%-2.03%24.95%14.02%8.78%



NAV History



Expense Ratio Trends


Fund Details

An Open Ended Equity Linked Saving Scheme with a Statutory Lock in of 3 years and Tax Benefit
NAV76.06
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio129.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,00,939₹1,00,814₹124
After 3 years₹1,48,228₹1,46,077₹2,152
After 20 years₹13,78,937₹12,50,857₹1,28,080

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 : 14.02% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the S&P BSE 200 Index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.
Fund Manager:
Sorbh Gupta