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Jama - Quantum Tax Saving Fund


Quantum Tax Saving Fund

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Equity-Equity Linked Savings Scheme
NAV : 92.72
(-0.030000000000001137
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)
AUM : ₹1 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
3.0%7.46%20.84%21.12%9.13%24.58%NA



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
NAV92.72
Launch Date23-12-2008
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio90.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,09,927₹1,09,740₹186
After 1 year₹1,21,123₹1,20,414₹710
After 3 years₹1,93,332₹1,90,329₹3,003
After 20 years₹81,03,952₹73,00,764₹8,03,188

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 : 24.58% 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