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 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 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
| Min (1st time) | ₹5,000 |
| Min (later on) | ₹1,000 |
| Min SIP | ₹1,000 |
| Expense Ratio | 104.0% |
| 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 Jama | With Broker | Back2Pocket |
| 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
18.233019990514432
17.25851445992688
SIP Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
START
SIP
Lumpsum Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
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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
