Jama - Tata Large Cap Fund


Tata Large Cap Fund


NAV : 427.4519
(-0.70799999999997
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)
AUM : ₹14 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.92%6.37%18.2%14.76%8.06%24.22%NA



NAV History




Fund Details

An open-ended equity scheme predominantly investing in large cap stocks
NAV427.4519
Launch Date01-01-2013
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹500
Expense Ratio122.0%
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 JamaWith BrokerBack2Pocket
After 6 months₹1,08,721₹1,08,473₹248
After 1 year₹1,14,764₹1,13,611₹1,153
After 3 years₹1,91,676₹1,86,369₹5,307
After 20 years₹76,52,181₹63,45,829₹13,06,352

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 : 24.22% Past 3 yr Data




Fund Objective:
To provide income distribution and / or medium to long term capital gains while at all times emphasising the importance of capital appreciation.
Fund Manager:
Amey Sathe