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Jama - Tata Mid Cap Growth Fund


Tata Mid Cap Growth Fund

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Equity-Market Cap Fund
NAV : 237.8027
(+2.5294999999999845
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)
AUM : ₹824 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.88%-8.26%-9.28%1.85%30.32%17.02%13.17%



NAV History




Fund Details

An equity scheme with focus towards mid cap stocks.
NAV237.8027
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio101.0%
Exit Load : 1% if redeemed on or before expiry of 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₹1,01,851₹1,00,575₹1,276
After 3 years₹1,60,261₹1,54,114₹6,148
After 20 years₹23,20,177₹17,87,604₹5,32,572

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 :


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Returns assumed : 17.02% Past 3 yr Data




Fund Objective:
To provide income distribution and / or medium to long term capital gains. Investments would be focused towards mid-cap stocks.
Fund Manager:
Satish Chandra Mishra