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Jama - Tata Large Cap Fund -Direct Plan


Tata Large Cap Fund Direct Plan

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Equity-Market Cap
NAV : 395.2776
(+0.15269999999998163
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)
AUM : ₹726 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
3.68%6.24%14.39%8.93%22.98%16.43%12.47%



NAV History




Fund Details

An open-ended equity scheme predominantly investing in large cap stocks
NAV395.2776
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio124.0%
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₹1,06,951₹1,06,644₹307
After 1 year₹1,08,935₹1,07,743₹1,191
After 3 years₹1,57,833₹1,53,686₹4,147
After 20 years₹20,95,658₹17,54,836₹3,40,821

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 16.43% 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