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Jama - Principal Equity Savings Fund


Principal Equity Savings Fund

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Hybrid-Equity Savings
NAV : 36.1409
(+0.01190000000000424
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)
AUM : ₹43 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.07%NANA8.67%18.54%14.87%NA



NAV History



Expense Ratio Trends


Fund Details

Equity based, low volatility product for risk averse investors. Offers capital appreciation opportunities to conservative investors. Ideal for first time MF investors.
NAV36.1409
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹2,000
Expense Ratio54.0%
Exit Load : Exit Load NIL


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,08,668₹1,06,860₹1,808
After 3 years₹1,51,587₹1,45,319₹6,268
After 20 years₹16,01,101₹12,08,244₹3,92,857

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 : 14.87% Past 3 yr Data




Fund Objective:
To provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be realized or that income will be generated and the scheme does not assure or guarantee any returns.
Fund Manager:
Sudhir Kedia