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Jama - HSBC Tax Saver Equity Fund


HSBC Tax Saver Equity Fund


Equity-Equity Linked Savings Scheme
NAV : 57.6026
(-0.19030000000000058
arrow_downward
)
AUM : ₹2 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.22%-7.03%-2.66%-2.7%9.56%24.97%8.7%



NAV History



Expense Ratio Trends


Fund Details

An Open Ended Equity Linked Savings Scheme with a statutory lock - in of 3 years and tax benefit.
NAV57.6026
Launch Date01-01-2013
Min (1st time)₹500
Min (later on)₹500
Min SIP₹3,000
Expense Ratio130.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,95,178₹1,88,020₹7,158
After 20 years₹86,33,737₹67,30,084₹19,03,653

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


   



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :




Returns assumed : 24.97% Past 3 yr Data




Fund Objective:
Aims to provide long term capital appreciation by investing in adiversified portfolio of equity & equity related instruments of companies acrossvarioussectorsandindustries,withnocapitalisationbias.TheFundmayalsoinvestinfixedincomesecurities.However,therecanbenoassuranceor guaranteethattheinvestmentobjectiveoftheschemewouldbeachieved.
Fund Manager:
Gautam Bhupal