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Jama - Quantum Long Term Equity Value Fund


Quantum Long Term Equity Value Fund

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Equity-Value
NAV : 91.83
(-0.710000000000008
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)
AUM : ₹8 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.9%3.27%16.33%17.1%8.27%22.57%12.2%



NAV History



Expense Ratio Trends


Fund Details

An Open Ended Equity Scheme following a Value Investment Strategy
NAV91.83
Launch Date13-03-2006
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio110.00000000000001%
Exit Load : Repurchase/ Redemption/Switch Out On or before 180 days from the date of allotment 4.00%, after 180 days but on or before 365 days from the date of allotment 3.00%, after 365 days but on or before 545 days from the date of allotment 2.00%, after 545 days but on or before 730 days from the date of allotment 1.00%, after 730 days from the date of allotment Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket

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 : 22.57% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the S&P BSE 200 Index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.
Fund Manager:
George Thomas