Jama - BANK OF INDIA Tax Advantage Fund
BANK OF INDIA Tax Advantage Fund
Equity-Equity Linked Savings Scheme
NAV : 121.13
(+1.1599999999999966arrow_upward
)
AUM : ₹7 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| 2.42% | 6.53% | 2.01% | 19.3% | 11.76% | 28.7% | 15.51% |
NAV History
Expense Ratio Trends
Fund Details
Aims to leverage on the midcap expertise that has been established by our equity team. Provides investors with the additional benefit of Tax Savings (Under Section 80C of the Income Tax Act). Pure Equity fund that is aimed to be fully invested in equities under normal market situations. The close-ended nature of the fund will enable the Fund Manager to take a long-term view on his portfolio construct without having to worry about liquidity pressure.
| NAV | 121.13 |
| Launch Date | 01-01-2013 |
| Min (1st time) | ₹500 |
| Min (later on) | ₹500 |
| Min SIP | ₹500 |
| Expense Ratio | 129.0% |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
| After 6 months | ₹1,00,998 | ₹1,00,709 | ₹289 |
| After 1 year | ₹1,19,302 | ₹1,17,904 | ₹1,398 |
| After 3 years | ₹2,13,171 | ₹2,06,305 | ₹6,865 |
| After 20 years | ₹1,55,42,359 | ₹1,24,95,069 | ₹30,47,291 |
Investment Calculators
28.6992
27.3025
SIP Calculator
After Years
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Direct Savings :
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Lumpsum Calculator
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Returns assumed : 28.7% Past 3 yr Data
Fund Objective:
The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalizations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns. There can be no assurance that the investment objectives of the Scheme will be realized.
