Jama - HDFC TaxSaver


HDFC TaxSaver


NAV : 791.696
(-4.966000000000008arrow_downward)
AUM : ₹6,653 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
3.96%13.25%31.69%60.61%23.33%16.59%12.5%



NAV History



Expense Ratio Trends


Fund Details

An Open-ended Equity Linked Savings Scheme with a statutory lock in of 3 years and tax benefit
NAV791.696
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio2.3%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,14,757₹1,14,591₹165
After 1 year₹1,60,611₹1,59,705₹906
After 3 years₹1,58,503₹1,55,747₹2,755
After 20 years₹21,55,654₹19,17,805₹2,37,849

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 : 16.59% Past 3 yr Data




Fund Objective:
To generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
Fund Manager:
Mr. Vinay R Kulkarni, Mr. Rakesh Vyas