Jama - HDFC Equity Fund


HDFC Equity Fund


NAV : 1099.393
(+9.480000000000018arrow_upward)
AUM : ₹19,322 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
5.82%14.52%27.54%74.59%26.6%21.95%15.72%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme investing across large cap, mid cap & small cap stocks
NAV1099.393
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹500
Expense Ratio2.0500000000000003%
Exit Load : In respect of each purchase / switch-in of units, an Exit load of 1.00% is payable if units are redeemed / switched-out within 1 year from the date of allotment. l no Exit load is payable if units are redeemed / switched-out after 1 year from the date of allotment


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,12,933₹1,12,766₹166
After 1 year₹1,74,588₹1,73,567₹1,021
After 3 years₹1,81,354₹1,78,170₹3,184
After 20 years₹52,90,741₹47,01,479₹5,89,262

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 : 21.95% Past 3 yr Data




Fund Objective:
To generate capital appreciation / income from a portfolio, predominantly invested in equity & equity related instruments.
Fund Manager:
Mr. Prashant Jain, Amar Kalkundrikar