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Jama - DSP Equity & Bond Fund


DSP Equity & Bond Fund

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Hybrid-Aggressive Hybrid
NAV : 294.577
(+0.7019999999999982
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)
AUM : ₹74 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.75%6.34%19.66%19.26%6.49%20.25%14.85%



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%.
NAV294.577
Launch Date31-12-2012
Min (1st time)₹100
Min (later on)₹100
Min SIP₹500
Expense Ratio76.0%
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₹1,09,388₹1,09,111₹278
After 1 year₹1,19,263₹1,18,042₹1,221
After 3 years₹1,73,871₹1,68,595₹5,277
After 20 years₹39,95,004₹32,53,055₹7,41,950

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 : 20.25% 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