Jama - Invest

Invest in Best Direct Mutual Funds.

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Preserve Wealth. Increase Prosperity.

by algorithmic investing in a high quality long portfolio of equities.


Unique model designed for trust. Managed by RIAs, IIM/IIT alumni


Model Portfolio

29.53%*
CAGR
FY2010-2019

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Funds To Build Wealth

ICICI Prudential Equity & Debt Fund


Hybrid - Aggressive Hybrid

Returns 3Y

19.79%

Returns 5Y

21.93%

Min Order

₹5,000

Min SIP

₹100

Exit load : 20% of units within 1 Year from allotment - Nil More than 20% of units, within 1 Year - 1% of applicable NAV More than 1 Year - Nil

Invest
SIP

HDFC Retirement Savings Fund


Other - Solution Oriented - Retirement

Returns 3Y

9.19%

Returns 5Y

9.64%

Min Order

₹100

Min SIP

₹500

Exit load : na

Invest
SIP

HDFC Retirement Savings Fund


Other - Solution Oriented - Retirement

Returns 3Y

17.86%

Returns 5Y

23.38%

Min Order

₹100

Min SIP

₹500

Exit load : NA

Invest
SIP

HDFC Retirement Savings Fund


Other - Solution Oriented - Retirement

Returns 3Y

13.58%

Returns 5Y

17.22%

Min Order

₹100

Min SIP

₹500

Exit load : na

Invest
SIP

Kotak-Small Cap Fund


Equity - Small cap

Returns 3Y

19.62%

Returns 5Y

31.94%

Min Order

₹100

Min SIP

₹1,000

Exit load : I) For redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment:1% ii) For redemptions / switch outs (including SIP/STP) after 1 year from the date of allotment of units, irrespective of the amount of investment: NIL iii) Any exit load charged (net off Service Tax, if any) shall be credited back to the Scheme.(applicable for all plans) iv) Units issued on reinvestment of dividends shall not be subject to exit load (applicable for all plans)

Invest
SIP

Axis Multi Asset Allocation Fund


Hybrid - Multi Asset Allocation

Returns 3Y

6.66%

Returns 5Y

13.05%

Min Order

₹100

Min SIP

₹1,000

Exit load : If redeemed/switch out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% If redeemed/switch out after 12 months from the date of allotment: Nil (w.e.f. 15th June 2015)

Invest
SIP

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Funds To Park Cash

Mahindra Manulife Liquid Fund


Debt - Liquid

Returns 3Y

6.55%

Returns 5Y

5.48%

Min Order

₹1,000

Min SIP

Exit load : Entry Load - Not Applicable Exit Load - Nil

Invest

Aditya Birla Sun Life Savings Fund


Debt - Ultra Short Duration

Returns 3Y

6.79%

Returns 5Y

6.3%

Min Order

₹1,000

Min SIP

₹1,000

Exit load : Nil

Invest
SIP

Popular Mutual Funds

Axis Bluechip Fund


Equity - Large Cap

Returns 3Y

6.52%

Returns 5Y

12.85%

Min Order

₹100

Min SIP

₹1,000

Exit load : 1% if Units are redeemed / switched-out within 12 months from the date of allotment (Effective from 1st October 2013

Invest
SIP

Axis Focused Fund


Equity - Focused

Returns 3Y

3.29%

Returns 5Y

11.25%

Min Order

₹100

Min SIP

₹1,000

Exit load : 1% if redeemed/ switched out within 1 year from the date of allotment. (w.e.f. 15th May 2015)

Invest
SIP

Axis Midcap Fund


Equity - Mid Cap

Returns 3Y

15.07%

Returns 5Y

22.49%

Min Order

₹100

Min SIP

₹1,000

Exit load : 1% if redeemed / switched - out within 12 months from the date of allotment (w.e.f. 5th May 2014)

Invest
SIP

Mirae Asset Large & Midcap Fund


Equity - Large & Mid Cap

Returns 3Y

14.62%

Returns 5Y

21.33%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

Axis Small Cap Fund


Equity - Small cap

Returns 3Y

18.21%

Returns 5Y

26.9%

Min Order

₹100

Min SIP

₹1,000

Exit load : Entry Load NAExit Load Till the maturity/ conversion date Not applicablePost maturity/ conversion date 3% if units are redeemed/ switched out upto 6 months from the date of allotment 2% if units are redeemed/ switched out after 6 months and upto 12 months from the date of allotment 1% if units are redeemed/ switched out after 12 months and upto 24 months from the date of allotment

Invest
SIP

Mutual Fund Categories






Notes : These are fund picks identified by a software program. This should not be construed as investment advice. Pleas consult your Registered Investment Advisor before making any investments