Jama - Quantum Tax Saving Fund


Quantum Tax Saving Fund


NAV : 80.63
(-0.9699999999999989
arrow_downward
)
AUM : ₹69 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.38%3.08%8.12%8.04%13.57%14.95%7.96%



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
NAV80.63
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₹1,03,982₹1,03,854₹128
After 1 year₹1,08,036₹1,07,507₹530
After 3 years₹1,51,896₹1,49,692₹2,204
After 20 years₹16,22,961₹14,72,301₹1,50,660

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 : 14.95% 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:
George Thomas