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Jama - Edelweiss Long Term Equity Fund (Tax Savings)


Edelweiss Long Term Equity Fund (Tax Savings)

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Equity-Equity Linked Savings Scheme
NAV : 78.82
(-1.0700000000000074
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)
AUM : ₹122 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.55%-1.16%5.41%0.88%13.97%14.15%8.87%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit
NAV78.82
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio69.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,02,669₹1,02,225₹444
After 3 years₹1,48,746₹1,41,330₹7,417
After 20 years₹14,11,367₹10,03,581₹4,07,787

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 14.15% Past 3 yr Data




Fund Objective:
The primary objective of the Scheme is to generate long-term capital appreciation with an option of periodic payouts at the end of lock in periods from a portfolio that invests predominantly in equity and equity related instruments. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.
Fund Manager:
Trideep Bhattacharya