Jama - Quantum Tax Saving Fund


Quantum Tax Saving Fund


NAV : 93.16
(-0.9099999999999966
arrow_downward
)
AUM : ₹1 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
3.02%9.54%21.84%16.93%10.24%23.86%NA



NAV History



Expense Ratio Trends


Fund Details

An Open Ended Equity Linked Saving Scheme with a Statutory Lock in of 3 years and Tax Benefit
NAV93.16
Launch Date23-12-2008
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio90.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,10,382₹1,10,193₹189
After 1 year₹1,16,932₹1,16,242₹691
After 3 years₹1,90,006₹1,87,085₹2,921
After 20 years₹72,18,560₹65,10,134₹7,08,426

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 : 23.86% 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