Jama - Tata India Tax Savings Fund
Tata India Tax Savings Fund
Equity-Equity Linked Savings Scheme
NAV : 34.0725
(+0.17960000000000065arrow_upward
)
AUM : ₹31 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 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.
| NAV | 34.0725 |
| Launch Date | 13-10-2014 |
| Min (1st time) | ₹500 |
| Min (later on) | ₹500 |
| Min SIP | - |
| Expense Ratio | 76.0% |
| Exit Load : NIL (w.e.f. 01st January, 2017) |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
|
| 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
25.1715
23.597
SIP Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
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Lumpsum Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
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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.
