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Jama - Tata Equity P/E Fund


Tata Equity P/E Fund

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Equity-Value
NAV : 277.2364
(-2.600599999999986
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)
AUM : ₹51 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
4.25%10.73%24.85%19.86%14.82%25.06%13.57%



NAV History




Fund Details

Primarily invests at least 70% of the net assets in equity shares whose rolling P/E ratio on past four quarter earnings for individual companies is less than rolling P/E of the S&P BSE SENSEX stocks.
NAV277.2364
Launch Date01-01-2013
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio87.0%
Exit Load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,11,735₹1,11,465₹270
After 1 year₹1,19,859₹1,18,669₹1,190
After 3 years₹1,95,579₹1,89,495₹6,084
After 20 years₹87,52,784₹70,90,085₹16,62,699

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 : 25.06% Past 3 yr Data




Fund Objective:
To provide reasonable and regular income and/or possible capital appreciation to its Unitholder.
Fund Manager:
Sonam Udasi