Jama - Tata Large Cap Fund -Direct Plan


Tata Large Cap Fund -Direct Plan


NAV : 359.1467
(-0.8251999999999953arrow_downward)
AUM : ₹726 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-5.99%3.19%12.7%41.64%19.62%18.23%15.88%



NAV History




Fund Details

An open-ended equity scheme predominantly investing in large cap stocks
NAV359.1467
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio104.0%
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₹1,06,162₹1,05,964₹198
After 1 year₹1,41,639₹1,40,573₹1,066
After 3 years₹1,65,278₹1,61,225₹4,053
After 20 years₹28,49,546₹24,14,837₹4,34,709

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 : 18.23% 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:
Ennettee Fernandes, Mr. Rupesh Patel