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Jama - Taurus Taxshield


Taurus Taxshield

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Equity-Equity Linked Savings Scheme
NAV : 149.44
(-0.8900000000000148
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)
AUM : ₹1 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
4.42%9.93%19.61%21.13%11.46%21.54%NA



NAV History



Expense Ratio Trends


Fund Details

The scheme will try to invest in emerging themes in the next few years and play it through a blend of mid-cap and large cap stocks. For example, the Indian government's ambitious target of doubling farm income by 2022 should benefit stocks in the rural theme. Similarly, GST will lead to formalisation of economy and benefit sectors where the share of unorganised players is higher. Again, government's 'Housing for All' project will benefit cement, building material players and Housing Finance companies. The scheme will try to construct a portfolio in-and-around such emerging themes.
NAV149.44
Launch Date01-01-2013
Min (1st time)₹500
Min (later on)₹500
Min SIP-
Expense Ratio178.0%
Exit Load : Entry Load NilExit Load Not Applicable


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,09,366₹1,09,182₹184
After 1 year₹1,21,132₹1,20,304₹828
After 3 years₹1,79,529₹1,75,996₹3,533
After 20 years₹49,45,747₹43,32,042₹6,13,705

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 : 21.54% Past 3 yr Data




Fund Objective:
To provide long term capital appreciation over the life of the scheme through investment predominantly in equity shares, besides tax benefits.
Fund Manager:
Ramneek Kundra