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Jama - Essel Large Cap Equity Fund


Essel Large Cap Equity Fund

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Equity-Large-Cap
NAV : 34.098
(+0.5315000000000012
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)
AUM : ₹85 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-3.52%-9.18%-11.61%-2.37%21.2%10.43%8.59%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme predominantly investing in large cap stocks
NAV34.098
Launch Date-
Min (1st time)₹1,000
Min (later on)₹100
Min SIP₹500
Expense Ratio31.0%
Exit Load : For units in excess of 15% of the investment,1% will be charged for redemption within 365 days


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,34,674₹1,27,402₹7,272
After 20 years₹7,27,610₹5,02,549₹2,25,061

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 :


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Returns assumed : 10.43% Past 3 yr Data




Fund Objective:
The primary investment objective of the scheme is to generate long term capital appreciation by investing in an actively managed portfolio predominantly consisting of Equity & equity related securities diversified over various sectors of large cap companies. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. (w.e.f. 1st-March'18).
Fund Manager:
Aditya Mulki