Jama - IDFC Tax Advantage (ELSS) Fund


IDFC Tax Advantage (ELSS) Fund


NAV : 102.93
(-3.6999999999999886arrow_downward)
AUM : ₹2,138 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-6.16%6.34%13.21%57.07%31.84%22.07%20.4%



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.
NAV102.93
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio106.89999999999999%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,06,400₹1,06,109₹291
After 1 year₹1,57,073₹1,55,362₹1,712
After 3 years₹1,81,887₹1,75,757₹6,130
After 20 years₹53,95,295₹42,92,902₹11,02,393

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 : 22.07% 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:
Mr. Daylynn Gerard Paul Pinto