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Jama - LIC MF Tax Plan


LIC MF Tax Plan

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Equity-Equity Linked Savings Scheme
NAV : 120.6784
(+0.8379999999999939
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)
AUM : ₹4 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
7.07%11.08%6.9%17.73%12.35%23.93%12.28%



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.
NAV120.6784
Launch Date01-01-2013
Min (1st time)₹500
Min (later on)₹500
Min SIP-
Expense Ratio147.0%
Exit Load : Entry Load NilExit Load - Nil .Offered under ELSS - 3 years lock-in period.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,03,392₹1,03,118₹273
After 1 year₹1,17,733₹1,16,510₹1,223
After 3 years₹1,90,337₹1,83,716₹6,621
After 20 years₹73,02,759₹57,67,364₹15,35,395

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 : 23.93% Past 3 yr Data




Fund Objective:
To provide capital growth along with tax rebate and tax relief to our investors through prudent investments in the stock markets. However, there is no assurance that the investment objective of the Schemes will be realized.
Fund Manager:
Amit Nadekar