Jama - Tata Large & Mid Cap Fund -Direct Plan


Tata Large & Mid Cap Fund Direct Plan


NAV : 386.9487
(+8.468399999999974
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)
AUM : ₹1,618 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.93%12.54%7.77%3.9%28.41%17.69%14.12%



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.
NAV386.9487
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio91.0%
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 6 months₹1,03,814₹1,03,535₹279
After 1 year₹1,03,903₹1,02,775₹1,128
After 3 years₹1,62,995₹1,60,040₹2,955
After 20 years₹25,97,100₹22,98,897₹2,98,203

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 : 17.69% 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