Jama - IDFC Tax Advantage (ELSS) Fund


IDFC Tax Advantage (ELSS) Fund


NAV : 107.04
(+0.3260000000000076
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)
AUM : ₹2,138 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.35%9.05%0.22%2.84%35.27%22.5%14.13%



NAV History



Expense Ratio Trends


Fund Details

The Fund is an Equity Linked Savings Scheme (ELSS) that aims to generate long term capital growth from a diversified equity portfolio and enables investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961.
NAV107.04
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio74.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,02,837₹1,01,606₹1,231
After 3 years₹1,83,817₹1,77,779₹6,037
After 20 years₹57,88,497₹46,33,117₹11,55,379

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 : 22.5% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities. There can be no assurance that the investment objective of the scheme will be realised.
Fund Manager:
Daylynn Pinto