Jama - HSBC Large Cap Equity Fund


HSBC Large Cap Equity Fund


NAV : 304.1069
(+0.4368999999999801
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)
AUM : ₹597 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.2%-8.05%-11.14%-2.51%21.0%10.53%9.88%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme predominantly investing in large cap stocks.
NAV304.1069
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹3,000
Expense Ratio151.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,35,038₹1,31,271₹3,767
After 20 years₹7,40,821₹6,13,466₹1,27,355

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 : 10.53% Past 3 yr Data




Fund Objective:
To generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly large capcompanies.However,therecanbenoassuranceorguaranteethattheinvestmentobjectiveoftheschemewouldbeachieved.
Fund Manager:
Neelotpal Sahai