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Jama - IDBI Long Term Value Fund


IDBI Long Term Value Fund

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Equity-Value-Oriented
NAV : 14.55
(+0.16999999999999993
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)
AUM : ₹103 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-3.58%-10.57%-9.91%-1.15%24.02%11.14%NA



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme following value investment strategy
NAV14.55
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio171.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,37,275₹1,34,060₹3,215
After 20 years₹8,26,546₹7,05,763₹1,20,783

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 :


INVEST NOW

Returns assumed : 11.14% Past 3 yr Data




Fund Objective:
The objective of the scheme is to generate long-term capital appreciation along with regular income by investing predominantly in equity and equity related instruments by following value investing strategy. However, there can be no assurance that the investment objective of the Scheme will be realized.
Fund Manager:
Alok Ranjan