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Jama - Tata Large Cap Fund -Direct Plan


Tata Large Cap Fund Direct Plan

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Equity-Market Cap Fund
NAV : 331.9709
(+3.0791999999999575
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)
AUM : ₹726 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.9%-7.43%-8.22%0.58%25.64%9.91%10.4%



NAV History




Fund Details

An open-ended equity scheme predominantly investing in large cap stocks
NAV331.9709
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio129.0%
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₹1,32,780₹1,29,369₹3,410
After 20 years₹6,62,031₹5,56,597₹1,05,434

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 : 9.91% Past 3 yr Data




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