Jama - Invesco India Financial Services Fund


Invesco India Financial Services Fund


NAV : 108.26
(+0.3299999999999983
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)
AUM : ₹5 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.5%2.06%16.7%24.82%9.32%24.3%15.45%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme investing in financial services sector
NAV108.26
Launch Date01-01-2013
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP-
Expense Ratio112.00000000000001%
Exit Load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,08,026₹1,07,675₹351
After 1 year₹1,24,824₹1,23,128₹1,696
After 3 years₹1,92,062₹1,84,278₹7,784
After 20 years₹77,55,554₹58,86,026₹18,69,528

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 : 24.3% Past 3 yr Data




Fund Objective:
To generate capital appreciation from a portfolio of Equity and Equity Related Instruments of companies engaged in the business of banking and financial services.
Fund Manager:
Hiten Jain