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Jama - Tata Equity P/E Fund


Tata Equity P/E Fund

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Equity-Value
NAV : 274.4615
(-0.8731000000000222
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)
AUM : ₹51 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.49%4.72%20.41%26.99%13.65%24.22%15.86%



NAV History




Fund Details

Primarily invests at least 70% of the net assets in equity shares whose rolling P/E ratio on past four quarter earnings for individual companies is less than rolling P/E of the S&P BSE SENSEX stocks.
NAV274.4615
Launch Date01-01-2013
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio87.0%
Exit Load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,09,733₹1,09,474₹259
After 1 year₹1,26,985₹1,25,729₹1,256
After 3 years₹1,91,692₹1,85,747₹5,945
After 20 years₹76,56,403₹62,06,005₹14,50,398

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 24.22% Past 3 yr Data




Fund Objective:
To provide reasonable and regular income and/or possible capital appreciation to its Unitholder.
Fund Manager:
Sonam Udasi