Jama - Tata Ethical Fund -Direct Plan


Tata Ethical Fund Direct Plan


NAV : 286.2932
(-1.433400000000006
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)
AUM : ₹596 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.02%-9.23%-10.9%4.69%30.09%20.22%14.0%



NAV History




Fund Details

NAV286.2932
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio98.0%
Exit Load : 1% of the applicable NAV, if redeemed on or before 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₹1,04,687₹1,03,461₹1,225
After 3 years₹1,73,769₹1,67,890₹5,879
After 20 years₹39,79,388₹31,63,436₹8,15,951

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 : 20.22% Past 3 yr Data




Fund Manager:
Abhinav Sharma