Jama - Invesco India Tax Plan
NAV : 61.02
(+0.1700000000000017arrow_upward)
AUM : ₹1,094 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| 6.04% | 10.97% | -5.83% | 8.06% | 0.23% | 5.54% | 8.25% |
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 1 year | ₹1,08,056 | ₹1,06,887 | ₹1,169 |
| After 3 years | ₹1,17,573 | ₹1,12,765 | ₹4,808 |
| After 20 years | ₹2,94,249 | ₹2,22,756 | ₹71,493 |
Investment Calculators
5.54452595181831
4.08579510223925
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 : 5.54% 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
