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Jama - DSP Equity & Bond Fund


DSP Equity & Bond Fund

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Hybrid-Aggressive
NAV : 211.178
(-0.39099999999999113arrow_downward)
AUM : ₹5,736 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.81%8.53%-5.7%7.71%3.65%4.8%7.91%



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%.
NAV211.178
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 1 year₹1,07,709₹1,06,675₹1,034
After 3 years₹1,15,106₹1,11,575₹3,531
After 20 years₹2,55,465₹2,07,546₹47,918

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 4.8% 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