Jama - HSBC Tax Saver Equity Fund


HSBC Tax Saver Equity Fund


NAV : 63.9395
(+0.4598000000000013arrow_upward)
AUM : ₹137 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
7.41%16.3%32.8%63.92%30.35%22.55%15.59%



NAV History



Expense Ratio Trends


Fund Details

An Open Ended Equity Linked Savings Scheme with a statutory lock - in of 3 years and tax benefit.
NAV63.9395
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹3,000
Expense Ratio2.58%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,15,238₹1,14,881₹357
After 1 year₹1,63,923₹1,61,873₹2,050
After 3 years₹1,84,065₹1,77,754₹6,312
After 20 years₹58,40,896₹46,28,673₹12,12,223

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 : 22.55% Past 3 yr Data




Fund Objective:
Aims to provide long term capital appreciation by investing in adiversified portfolio of equity & equity related instruments of companies acrossvarioussectorsandindustries,withnocapitalisationbias.TheFundmayalsoinvestinfixedincomesecurities.However,therecanbenoassuranceor guaranteethattheinvestmentobjectiveoftheschemewouldbeachieved.
Fund Manager:
Mr. Aditya Khemani