Jama - Invesco India Financial Services Fund


Invesco India Financial Services Fund


NAV : 75.26
(+2.4399999999999977
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)
AUM : ₹193 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-4.82%-11.51%-10.61%-7.69%17.84%5.04%7.76%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme investing in financial services sector
NAV75.26
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,500
Expense Ratio123.0%
Exit Load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,15,881₹1,11,624₹4,257
After 20 years₹2,67,140₹2,08,152₹58,988

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 : 5.04% Past 3 yr Data




Fund Objective:
To generate capital appreciation from a portfolio of Equity and Equity Related Instruments of companies engaged in the business of banking and financial services.
Fund Manager:
Dhimant Kothari