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Jama - Tata Equity Savings Fund- Direct Plan- Growth


Tata Equity Savings Fund Direct Plan Growth

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Hybrid-Equity Savings
NAV : 44.3555
(+0.09490000000000265
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)
AUM : ₹96 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.53%-1.99%-0.89%4.01%12.0%7.82%6.92%



NAV History




Fund Details

Predominantly investing in equity and equity related instruments, equity arbitrage opportunities and debt and money market instruments.
NAV44.3555
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio12.0%
Exit Load : 0.25% of the applicable NAV, if redeemed on or before expiry of 90 days from the date of allotment. (w.e.f. Oct 1, 2016)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,04,014₹1,02,783₹1,231
After 3 years₹1,25,344₹1,21,192₹4,152
After 20 years₹4,50,836₹3,60,161₹90,675

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 : 7.82% Past 3 yr Data




Fund Objective:
The investment objective of the scheme is to provide long term capital appreciation and income distribution to the investors by predominantly investing in equity and equity related instruments, equity arbitrage opportunities and investments in debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund Manager:
Sailesh Jain