Jama - IDFC Dynamic Equity Fund


IDFC Dynamic Equity Fund


NAV : 18.82
(-0.05999999999999872
arrow_downward
)
AUM : ₹951 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.11%-5.81%-7.52%0.37%11.24%9.37%8.93%



NAV History



Expense Ratio Trends


Fund Details

‘Dynamically’ invests between Equity and Debt • An Equity fund that buys less when markets are • expensive and more when markets are cheap • Based on the model that tracks market valuation
NAV18.82
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio56.00000000000001%
Exit Load : If redeemed/switched out within 18 months from the date of allotment: For 10% of investment : Nil For remaining investment : 1.50% If redeemed/switched out after 18 months from the date of allotment: Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,30,812₹1,25,430₹5,383
After 20 years₹5,99,314₹4,52,898₹1,46,416

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 : 9.37% Past 3 yr Data




Fund Objective:
The primary objective of the scheme is to seek to generate long term capital appreciation with relatively lower volatility through systematic allocation of funds into equity and equity related instruments; and for defensive purposes in equity derivatives. The secondary objective of the scheme will be to generate in come and capital appreciation through investment in Debt & Money Market instruments. There is no assurance or guarantee that the objectives of the scheme will be realised.
Fund Manager:
Sumit Agrawal