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Jama - Tata Hybrid Equity Fund -Direct Plan- Option


Tata Hybrid Equity Fund Direct Plan Option

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Hybrid-Aggressive Hybrid
NAV : 361.7429
(-1.0095000000000027
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)
AUM : ₹3,292 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.45%4.42%15.28%10.2%19.18%15.96%11.29%



NAV History



Expense Ratio Trends


Fund Details

Invests 65% to 80% investment in Equity & equity related instruments & 20% to 35% in debt & money market instruments. For taxation purpose, it is treated as an equity scheme. (Monthly Income is not assured and is subject to availability of distributable surplus.)
NAV361.7429
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio104.0%
Exit Load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,07,367₹1,07,108₹259
After 1 year₹1,10,201₹1,09,153₹1,048
After 3 years₹1,55,927₹1,51,365₹4,562
After 20 years₹19,32,565₹15,85,484₹3,47,082

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 : 15.96% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund Manager:
Chandraprakash Padiyar