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Jama - DSP Equity & Bond Fund


DSP Equity & Bond Fund

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Hybrid-Aggressive
NAV : 264.878
(+0.5389999999999873arrow_upward)
AUM : ₹5,736 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.92%-2.64%6.79%26.73%20.65%19.09%16.14%



NAV History



Expense Ratio Trends


Fund Details

Equity & equity related securities : 65% - 75%. Fixed income securities (Debt securities, Securitised debt & Money market securities): 25% - 35%.
NAV264.878
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio121.0%
Exit Load : Holding Period: < 12 months: 1% >= 12 months: Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,03,337₹1,03,080₹257
After 1 year₹1,26,726₹1,25,449₹1,276
After 3 years₹1,68,916₹1,63,930₹4,985
After 20 years₹32,94,558₹26,98,102₹5,96,456

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 : 19.09% Past 3 yr Data




Fund Objective:
The primary investment objective of the Scheme, seeking to generate long term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities).
Fund Manager:
Mr. Atul Bhole, Mr. Vikram Chopra