Jama - Invesco India Tax Plan
NAV : 94.04
(-0.7199999999999989arrow_downward)
AUM : ₹1,094 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| -2.32% | 2.61% | 13.37% | 40.02% | 26.56% | 20.81% | 19.54% |
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
| Min (1st time) | ₹500 |
| Min (later on) | ₹500 |
| Min SIP | ₹1,500 |
| Expense Ratio | 2.34% |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
| After 6 months | ₹1,06,475 | ₹1,06,168 | ₹307 |
| After 1 year | ₹1,40,024 | ₹1,38,301 | ₹1,722 |
| After 3 years | ₹1,76,336 | ₹1,69,871 | ₹6,465 |
| After 20 years | ₹43,88,070 | ₹34,20,823 | ₹9,67,247 |
Investment Calculators
20.813002827422665
19.318156062591374
SIP Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
START
SIP
Lumpsum Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
INVEST
NOW
Returns assumed : 20.81% Past 3 yr Data
Fund Objective:
To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments.
Fund Manager:
Mr. Amit Ganatra, Dhimant Kothari
