Jama - Tata Large & MId Cap Fund
Tata Large & MId Cap Fund
NAV : 458.6583
(-0.44139999999998736arrow_downward
)
AUM : ₹37 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| 1.18% | 4.91% | 17.95% | 21.18% | 13.09% | 25.81% | 19.0% |
NAV History
Fund Details
Primarily focuses on investing in equity and equity related instruments of well researched value and growth oriented Large & Mid Cap Companies.
| NAV | 458.6583 |
| Launch Date | 01-01-2013 |
| Min (1st time) | ₹5,000 |
| Min (later on) | ₹1,000 |
| Min SIP | - |
| Expense Ratio | 85.0% |
| Exit Load : 1% if redeemed on or before expiry of 365 days from the date of allotment |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
| After 6 months | ₹1,08,604 | ₹1,08,336 | ₹268 |
| After 1 year | ₹1,21,184 | ₹1,19,867 | ₹1,317 |
| After 3 years | ₹1,99,126 | ₹1,92,742 | ₹6,385 |
| After 20 years | ₹98,67,068 | ₹79,40,275 | ₹19,26,793 |
Investment Calculators
25.808332452525697
24.449104699307235
SIP Calculator
After Years
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Direct Savings :
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Lumpsum Calculator
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Returns assumed : 25.81% Past 3 yr Data
Fund Objective:
To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.
Fund Manager:
Chandraprakash Padiyar
