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Jama - Tata Equity P/E Fund -Direct Plan


Tata Equity P/E Fund -Direct Plan


NAV : 141.5808
(+0.7048arrow_upward)
AUM : ₹4,857 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
171.67%13.04%-3.08%2.36%9.83%20.48%NA



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.
NAV141.5808
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 1 year₹1,02,358₹1,01,065₹1,294
After 3 years₹1,74,902₹1,69,919₹4,983
After 20 years₹41,55,557₹34,27,264₹7,28,293

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 : 20.48% Past 3 yr Data

NAV History







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