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Jama - DSP Equity & Bond Fund


DSP Equity & Bond Fund

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Hybrid-Aggressive Hybrid
NAV : 244.024
(-0.35900000000000887
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)
AUM : ₹74 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.81%-3.48%-1.03%0.36%6.57%19.62%10.37%



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%.
NAV244.024
Launch Date31-12-2012
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio78.0%
Exit Load : Holding Period: < 12 months: 1% >= 12 months: Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,71,145₹1,65,980₹5,165
After 20 years₹35,95,537₹29,31,123₹6,64,414

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 : 19.62% 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:
Atul Bhole