Jama - Tata India Tax Savings Fund-Direct Plan
Tata India Tax Savings Fund-Direct Plan
NAV : 30.2104
(-0.22550000000000026arrow_downward)
AUM : ₹2,030 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| -3.97% | 1.56% | 12.22% | 36.85% | 21.38% | 19.76% | 18.17% |
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.
| Min (1st time) | ₹500 |
| Min (later on) | ₹500 |
| Min SIP | ₹1,000 |
| Expense Ratio | 2.52% |
| Exit Load : NIL (w.e.f. 01st January, 2017) |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
| After 6 months | ₹1,05,932 | ₹1,05,610 | ₹322 |
| After 1 year | ₹1,36,847 | ₹1,35,108 | ₹1,739 |
| After 3 years | ₹1,71,778 | ₹1,64,529 | ₹7,249 |
| After 20 years | ₹36,85,088 | ₹27,64,469 | ₹9,20,619 |
Investment Calculators
19.762924849161667
18.053968294261136
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 : 19.76% 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:
Mr. Rupesh Patel, Ennettee Fernandes
