Jama - Tata Equity P/E Fund -Direct Plan


Tata Equity P/E Fund -Direct Plan


NAV : 221.4373
(+0.12029999999998608arrow_upward)
AUM : ₹4,484 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
3.03%15.19%23.9%48.34%24.76%20.47%15.22%



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.
NAV221.4373
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio2.35%
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₹1,11,311₹1,11,022₹289
After 1 year₹1,48,339₹1,46,700₹1,638
After 3 years₹1,74,826₹1,67,918₹6,908
After 20 years₹41,43,501₹31,66,980₹9,76,521

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 : 20.47% Past 3 yr Data




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