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Jama - Tata Hybrid Equity Fund


Tata Hybrid Equity Fund

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Hybrid-Aggressive Hybrid
NAV : 385.0929
(-0.7182000000000244
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)
AUM : ₹32 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.76%1.78%10.21%14.6%8.39%19.8%13.29%



NAV History



Expense Ratio Trends


Fund Details

Invests 65% to 80% investment in Equity & equity related instruments & 20% to 35% in debt & money market instruments. For taxation purpose, it is treated as an equity scheme. (Monthly Income is not assured and is subject to availability of distributable surplus.)
NAV385.0929
Launch Date01-01-2013
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio99.0%
Exit Load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,04,983₹1,04,736₹247
After 1 year₹1,14,601₹1,13,509₹1,092
After 3 years₹1,71,926₹1,67,024₹4,902
After 20 years₹37,06,294₹30,56,270₹6,50,025

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 : 19.8% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to provide income distribution and or capital appreciation over medium to long term. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund Manager:
Chandraprakash Padiyar