Jama - Tata Equity P/E Fund -Direct Plan


Tata Equity P/E Fund Direct Plan


NAV : 200.9657
(-0.3275000000000148
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)
AUM : ₹4,484 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.18%-8.03%-8.33%5.33%22.77%12.25%9.29%



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.
NAV200.9657
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio92.0%
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 1 year₹1,05,334₹1,04,239₹1,096
After 3 years₹1,41,422₹1,36,324₹5,098
After 20 years₹10,07,972₹7,89,148₹2,18,824

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 : 12.25% Past 3 yr Data




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