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Jama - JM Equity Hybrid Fund


JM Equity Hybrid Fund

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Hybrid-Aggressive Hybrid Fund
NAV : 68.829
(-0.12810000000000343
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)
AUM : ₹7 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.81%-5.98%-6.1%0.53%31.71%15.01%9.11%



NAV History



Expense Ratio Trends


Fund Details

An open ended hybrid scheme investing predominantly in equity and equity related instruments.
NAV68.829
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio178.0%
Exit Load : Pl refer Scheme Inforamtion Document


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,52,131₹1,48,498₹3,633
After 20 years₹16,39,788₹13,95,723₹2,44,064

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 : 15.01% Past 3 yr Data




Fund Objective:
To provide steady current income as well as long term growth of capital.
Fund Manager:
Asit Bhandarkar