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Jama - Sundaram Large and Midcap Regular Plan - Income


Sundaram Large and Midcap Regular Plan Income

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Equity-Large & Mid Cap
NAV : 69.6071
(+0.01650000000000773
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)
AUM : ₹49 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.45%5.39%19.34%18.72%9.08%24.56%16.3%



NAV History



Expense Ratio Trends


Fund Details
NAV69.6071
Launch Date08-01-2013
Min (1st time)₹100
Min (later on)₹100
Min SIP₹100
Expense Ratio73.0%
Exit Load : Exit Load 1% if redeemed within 12 months from date of allotment


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,09,241₹1,08,947₹294
After 1 year₹1,18,718₹1,17,387₹1,331
After 3 years₹1,93,243₹1,86,423₹6,820
After 20 years₹80,78,997₹63,58,081₹17,20,916

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 : 24.56% Past 3 yr Data




Fund Objective:
To seek capital appreciation by investing predominantly in equity and equity related instruments in large and mid cap stocks
Fund Manager:
Ravi Gopalakrishnan