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Jama - JM Tax Gain Fund


JM Tax Gain Fund

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Equity-Equity Linked Savings Scheme
NAV : 34.6401
(+0.10810000000000031
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)
AUM : ₹1 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
6.8%8.44%5.0%20.05%12.68%27.82%14.47%



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
NAV34.6401
Launch Date01-01-2013
Min (1st time)₹500
Min (later on)₹500
Min SIP-
Expense Ratio135.0%
Exit Load : Pl. refer offer document


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,02,467₹1,02,222₹246
After 1 year₹1,20,046₹1,18,900₹1,146
After 3 years₹2,08,838₹2,03,647₹5,191
After 20 years₹1,35,53,910₹1,14,60,204₹20,93,706

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 27.82% Past 3 yr Data




Fund Objective:
The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
Fund Manager:
Chaitanya Choksi