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Jama - Tata Resources & Energy Fund


Tata Resources & Energy Fund

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Equity-Sector Funds
NAV : 27.5074
(+0.20500000000000185
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)
AUM : ₹41 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-6.5%-15.66%-13.04%-4.5%30.75%21.94%14.14%



NAV History



Expense Ratio Trends


Fund Details

Primarily focuses on investment in at least 80% of its net assets in equity/equity related instruments of the companies in the Resources & Energy sectors in India.
NAV27.5074
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio91.0%
Exit Load : NIL (w.e.f. 01st January, 2017)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,81,320₹1,72,591₹8,729
After 20 years₹52,84,132₹38,03,016₹14,81,116

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 : 21.94% Past 3 yr Data




Fund Objective:
The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the Resources & Energy sectors in India.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:
Satish Chandra Mishra