Jama - Invesco India PSU Equity Fund


Invesco India PSU Equity Fund


NAV : 45.13
(-0.6799999999999997
arrow_downward
)
AUM : ₹4 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.54%9.86%30.28%39.16%20.33%32.9%22.65%



NAV History



Expense Ratio Trends


Fund Details

An open ended equity scheme following PSU theme
NAV45.13
Launch Date01-01-2013
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP-
Expense Ratio118.0%
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₹1,14,142₹1,13,749₹393
After 1 year₹1,39,161₹1,37,187₹1,974
After 3 years₹2,34,748₹2,24,862₹9,886
After 20 years₹2,95,58,058₹2,21,87,529₹73,70,529

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 : 32.9% Past 3 yr Data




Fund Objective:
To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors.
Fund Manager:
Dhimant Kothari