Jama - IDFC Tax Advantage (ELSS) Fund


IDFC Tax Advantage (ELSS) Fund


NAV : 110.85
(+0.6499999999999915arrow_upward)
AUM : ₹2,138 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
8.96%14.4%34.23%85.67%41.0%26.09%20.25%



NAV History



Expense Ratio Trends


Fund Details

The Fund is an Equity Linked Savings Scheme (ELSS) that aims to generate long term capital growth from a diversified equity portfolio and enables investors to avail of a deduction from total income, as permitted under the Income Tax Act, 1961.
NAV110.85
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio106.89999999999999%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,15,859₹1,15,543₹316
After 1 year₹1,85,675₹1,83,666₹2,009
After 3 years₹2,00,452₹1,93,659₹6,793
After 20 years₹1,03,13,445₹81,95,594₹21,17,851

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 : 26.09% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to seek to generate long term capital growth from a diversified portfolio of predominantly equity and equity related securities. There can be no assurance that the investment objective of the scheme will be realised.
Fund Manager:
Mr. Daylynn Gerard Paul Pinto