Jama - DSP Tax Saver Fund


DSP Tax Saver Fund


NAV : 105.386
(-1.0820000000000078
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)
AUM : ₹101 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.7%10.94%23.13%17.5%10.16%27.39%17.33%



NAV History



Expense Ratio Trends


Fund Details

Equity and equity related securities: 80% to 100% Of above, investments in ADRs, GDRs and foreign equity securities: 0% to 20% Debt, securitised debt* and money market securities: 0% to 20% * Exposure to securitised debt will not exceed 10% of the net assets of the Scheme.
NAV105.386
Launch Date31-12-2012
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio77.0%
Exit Load : Entry load Not Applicable Exit load Not Applicable


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,10,964₹1,10,714₹250
After 1 year₹1,17,499₹1,16,405₹1,094
After 3 years₹2,06,737₹2,00,916₹5,820
After 20 years₹1,26,70,131₹1,04,73,640₹21,96,492

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 : 27.39% Past 3 yr Data




Fund Objective:
An Open ended equity linked savings scheme, whose primary investment objective is to seek to generate medium to longterm capital appreciation from a diversified portfolio that is substantially constituted of equity and equity related securities of corporates, and to enable investors avail of a deduction from total income, as permitted under the Income Tax Act,1961 from time to time
Fund Manager:
Rohit Singhania