JAMA
Jama - Principal Hybrid Equity Fund


Principal Hybrid Equity Fund


NAV : 81.67
(-0.42arrow_downward)
AUM : ₹1,594 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
5.28%5.67%1.57%4.44%1.27%10.83%10.38%



NAV History



Expense Ratio Trends


Fund Details

The fund provides wealth creation opportunity along with low volatility hence lesser risk as compared to equity funds. Ideal investment option for first time investors. The equity portfolio is large cap oriented with tactical allocation to mid and small cap funds. The fixed income portion has high quality fixed income instrument with active duration management and some tactical trading positions to optimise returns.
NAV81.67
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹2,000
Expense Ratio0.0%
Exit Load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,00,781₹1,00,482₹299
After 1 year₹1,04,443₹1,03,154₹1,289
After 3 years₹1,36,139₹1,31,211₹4,928
After 20 years₹7,82,003₹6,11,601₹1,70,402

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 : 10.83% Past 3 yr Data




Fund Objective:
The Investment objective of the scheme is to provide long term appreciation and current income by investing in a portfolio of equity, equity related securities and fixed income securities.
Fund Manager:
Mr. P V K Mohan, Ms. Bekxy Kuriakose