Jama - Union Long Term Equity Fund
Union Long Term Equity Fund
Equity-Equity Linked Savings Scheme
NAV : 42.97
(-0.3100000000000023arrow_downward
)
AUM : ₹6 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 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
| NAV | 42.97 |
| Launch Date | 01-01-2013 |
| Min (1st time) | ₹500 |
| Min (later on) | ₹500 |
| Min SIP | ₹500 |
| Expense Ratio | 183.0% |
| Exit Load : Entry Load - Nil; Exit Load - Nil. |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
|
| 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
34.2182
33.2973
SIP Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
START SIP
Lumpsum Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
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Returns assumed : 34.22% Past 3 yr Data
Fund Manager:
Sanjay Bembalkar
