Jama - Quantum Tax Saving Fund


Quantum Tax Saving Fund


NAV : 84.77
(+0.5499999999999972
arrow_upward
)
AUM : ₹1 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
4.82%5.01%1.48%14.38%7.97%24.26%10.2%



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
NAV84.77
Launch Date23-12-2008
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₹1,00,738₹1,00,614₹124
After 1 year₹1,14,383₹1,13,823₹560
After 3 years₹1,91,862₹1,89,070₹2,792
After 20 years₹77,01,796₹69,84,838₹7,16,958

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 : 24.26% 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