Jama - IDFC Tax Advantage (ELSS) Fund


IDFC Tax Advantage (ELSS) Fund


NAV : 100.78
(+2.0400000000000063
arrow_upward
)
AUM : ₹2,138 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.71%0.03%11.01%53.43%32.96%22.16%21.32%



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.
NAV100.78
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₹1,05,361₹1,05,067₹294
After 1 year₹1,53,425₹1,51,723₹1,702
After 3 years₹1,82,279₹1,76,126₹6,153
After 20 years₹54,73,330₹43,53,388₹11,19,942

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 : 22.16% 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