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Jama - Kotak Equity


Kotak Equity

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Hybrid-Arbitrage
NAV : 53.796
(-0.23700000000000188
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)
AUM : ₹33 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
4.07%7.98%17.21%13.96%12.01%23.43%15.59%



NAV History



Expense Ratio Trends


Fund Details

An open-ended hybrid scheme investing predominantly in equity and equity related instruments
NAV53.796
Launch Date03-11-2014
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio47.0%
Exit Load : i) For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. ii) If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%. iii) If units are redeemed or switched out on or alter 1 year from the date of allotment: Nil. iv) Any exit load charged (net off Service Tax, if any) shall be credited back to the respective Scheme. (applicable for all plans) v) Units issued on reinvestment of dividends shall not be subject to exit load (applicable for all plans)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,08,263₹1,07,890₹373
After 1 year₹1,13,956₹1,12,378₹1,578
After 3 years₹1,88,036₹1,80,411₹7,625
After 20 years₹67,34,011₹51,09,945₹16,24,066

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 : 23.43% Past 3 yr Data




Fund Objective:
Investment objective of the scheme is to achieve growth by investing in equity and equity related instruments, balanced with income generation by investing in debt and money market instruments. However, there is no assurance that the objective of the scheme will be realized.
Fund Manager:
Pankaj Tibrewal