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Jama - DSP Equity & Bond Fund


DSP Equity & Bond Fund

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Hybrid-Aggressive Hybrid
NAV : 259.293
(-0.26900000000000546
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)
AUM : ₹5,736 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.98%2.3%11.07%1.45%14.31%14.73%11.39%



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%.
NAV259.293
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio79.0%
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₹1,05,390₹1,05,108₹282
After 1 year₹1,01,455₹1,00,401₹1,054
After 3 years₹1,51,009₹1,46,509₹4,500
After 20 years₹15,60,839₹12,75,739₹2,85,100

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 : 14.73% 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