Jama - Union Long Term Equity Fund


Union Long Term Equity Fund


NAV : 42.97
(-0.3100000000000023
arrow_downward
)
AUM : ₹6 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.87%-3.41%-3.35%1.55%11.2%34.22%13.09%



NAV History



Expense Ratio Trends


Fund Details

To generate income and long-term capital appreciation by investing substantially in a portfolio consisting of equity and equity related securities. However, there can be no assurance that the investment objective of the scheme will be achieved
NAV42.97
Launch Date01-01-2013
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio183.0%
Exit Load : Entry Load - Nil; Exit Load - Nil.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,01,549₹1,00,668₹881
After 3 years₹2,41,788₹2,36,845₹4,943
After 20 years₹3,59,93,842₹3,13,63,683₹46,30,159

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 : 34.22% Past 3 yr Data




Fund Manager:
Sanjay Bembalkar