Jama - Tata India Tax Savings Fund


Tata India Tax Savings Fund


NAV : 34.0725
(+0.17960000000000065
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)
AUM : ₹31 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
4.26%4.63%-0.59%16.1%12.17%25.17%13.6%



NAV History




Fund Details

An equity linked tax savings scheme (ELSS) that aims to provide medium to long term capital gains along with income tax benefit under Section 80C of the Income Tax Act.
NAV34.0725
Launch Date13-10-2014
Min (1st time)₹500
Min (later on)₹500
Min SIP-
Expense Ratio76.0%
Exit Load : NIL (w.e.f. 01st January, 2017)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,16,102₹1,14,716₹1,386
After 3 years₹1,96,118₹1,88,809₹7,308
After 20 years₹89,14,749₹69,20,837₹19,93,913

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 : 25.17% Past 3 yr Data




Fund Objective:
To provide medium to long term capital gains along with income tax relief to its Unitholders, while at all times emphasising the importance of capital appreciation.
Fund Manager:
Tejas Gutka