Jama - HDFC Large and Mid Cap Fund


HDFC Large and Mid Cap Fund


NAV : 251.483
(-0.5660000000000025
arrow_downward
)
AUM : ₹79 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.24%12.14%29.19%23.46%16.48%33.04%17.6%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme investing in both large cap and mid cap stocks
NAV251.483
Launch Date01-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP-
Expense Ratio99.0%
Exit Load : In respect of each purchase / switch-in of units, an Exit load of 1.00% is payable if units are redeemed / switchedout within 1 year from the date of allotment. l no Exit load is payable if units are redeemed / switchedout after 1 year from the date of allotment.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,13,660₹1,13,445₹216
After 1 year₹1,23,462₹1,22,423₹1,039
After 3 years₹2,35,486₹2,30,494₹4,993
After 20 years₹3,01,83,688₹2,61,65,284₹40,18,404

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 : 33.04% Past 3 yr Data




Fund Objective:
To generate long term capital appreciation/income from a portfolio, predominantly invested in equity and equity related instruments.
Fund Manager:
Gopal Agrawal