Jama - UTI - Hybrid Equity Fund
NAV : 173.9534
(+1.0497000000000014arrow_upward)
AUM : ₹3,730 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| 5.01% | 11.76% | -5.51% | -0.14% | -2.78% | -0.04% | 4.79% |
NAV History
Expense Ratio Trends
Fund Details
Portfolio management with a view to generating income together with capital appreciation. A large cap balanced fund with value orientation. The Fund follows top down approach for large caps and bottom up for mid & small caps. Moderately higher turnover ratio on account of investment style
| Min (1st time) | ₹1,000 |
| Min (later on) | ₹1,000 |
| Min SIP | ₹1,500 |
| Expense Ratio | 0.0% |
| Exit Load : Exit load 2% of NAV |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
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Investment Calculators
-0.0431180929706954
-0.763599469075782
SIP Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
START
SIP
Lumpsum Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
INVEST
NOW
Returns assumed : -0.04% Past 3 yr Data
Fund Objective:
The scheme aims to invest in a portfolio of equity / equity related securities andfixed income securities (debt andmoney market securities) with a view togenerating regular income together with capital appreciation.
Fund Manager:
Mr. V Srivatsa, Sunil Madhukar Patil
