Jama - Tata Large & Mid Cap Fund -Direct Plan


Tata Large & Mid Cap Fund Direct Plan


NAV : 323.5481
(+4.036799999999971
arrow_upward
)
AUM : ₹1,618 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.93%-7.03%-7.68%-0.69%23.59%12.83%11.27%



NAV History




Fund Details

Primarily focuses on investing in equity and equity related instruments of well researched value and growth oriented Large & Mid Cap Companies.
NAV323.5481
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio94.0%
Exit Load : 1% if redeemed on or before expiry of 365 days from the date of allotment


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,43,625₹1,40,787₹2,838
After 20 years₹11,17,356₹9,78,154₹1,39,201

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 : 12.83% Past 3 yr Data




Fund Objective:
To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.
Fund Manager:
Chandraprakash Padiyar