JAMA
Jama - IDFC STERLING VALUE FUND


IDFC STERLING VALUE FUND


NAV : 47.54
(-0.04arrow_downward)
AUM : ₹3,217 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-8.31%-7.9%-1.68%-16.57%-4.92%7.27%10.17%



Fund Details

IDFC Sterling Value Fund is a value fund that focuses on active stock selection strategy.
NAV47.54
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio2.18%
Exit Load : 1.00% if redeemed on or before 365 days from the date of a l l o t m e n t . ( w . e . f . 7 s t September, 2015)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,23,434₹1,19,430₹4,003
After 20 years₹4,06,966₹3,26,662₹80,305

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 : 7.27% Past 3 yr Data

NAV History



Expense Ratio Trends





Fund Objective:
The investment objective of the Scheme is to seek to generate capital appreciation from a diversified portfolio of equity and equity related instruments by following a value investment strategy.
Fund Manager:
Mr. Anoop Bhaskar, Mr. Daylynn Gerard Paul Pinto