Jama - L&T Equity Savings Fund


L&T Equity Savings Fund


NAV : 24.103
(+0.08000000000000185
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)
AUM : ₹79 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.77%-3.16%-1.97%4.35%16.34%9.3%7.42%



NAV History



Expense Ratio Trends


Fund Details

NAV24.103
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹500
Expense Ratio69.0%
Exit Load : If the units redeemed or switched out are upto 10% of the units purchased or switched in (“the limit”) within 1 year from the date of allotment – Nil. If units redeemed or switched out are over and above the limit within 1 year from the date of allotment – 1%. If units are redeemed or switched out on or after 1 year from the date of allotment – Nil.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,04,351₹1,03,423₹928
After 3 years₹1,30,572₹1,27,118₹3,454
After 20 years₹5,92,024₹4,95,129₹96,896

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 : 9.3% Past 3 yr Data




Fund Objective:
To generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments.
Fund Manager:
Jalpan Shah