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Jama - IDFC EQUITY SAVINGS FUND


IDFC EQUITY SAVINGS FUND

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Hybrid-Equity-Savings
NAV : 26.17
(+0.060000000000002274
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)
AUM : ₹50 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.42%-1.62%-1.28%3.28%9.77%7.34%6.7%



NAV History



Expense Ratio Trends


Fund Details

IDFC Equity Savings Fund is a hybrid scheme investing in equity, arbitrage and debt with net equity exposure ranging from 2045% and debt exposure ranging from 20-35%, remaining being in arbitrage.
NAV26.17
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio33.0%
Exit Load : 0 . 2 5 % i f re d e e m e d / switched-out within 1 (one) month from the date of allotment. (w.e.f. 12th August 2016)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,03,276₹1,02,188₹1,088
After 3 years₹1,23,663₹1,19,891₹3,772
After 20 years₹4,12,041₹3,35,155₹76,886

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 7.34% Past 3 yr Data




Fund Objective:
To generate income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets along with debt and money market instruments and to generate long-term capital appreciation by investing a portion of the Scheme’s assets in equity and equity related instruments.
Fund Manager:
Sachin Relekar