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Jama - TATA Resources & Energy Fund


TATA Resources & Energy Fund

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Equity-Sectoral-Energy/Power
NAV : 37.2017
(+0.02130000000000365
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)
AUM : ₹2 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.06%6.37%17.1%23.46%7.91%26.07%21.06%



NAV History



Expense Ratio Trends


Fund Details

Primarily focuses on investment in at least 80% of its net assets in equity/equity related instruments of the companies in the Resources & Energy sectors in India.
NAV37.2017
Launch Date28-12-2015
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio82.0%
Exit Load : NIL (w.e.f. 01st January, 2017)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,08,212₹1,07,809₹403
After 1 year₹1,23,457₹1,21,468₹1,989
After 3 years₹2,00,364₹1,90,993₹9,372
After 20 years₹1,02,83,289₹74,72,094₹28,11,195

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 : 26.07% Past 3 yr Data




Fund Objective:
The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the Resources & Energy sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.
Fund Manager:
Satish Chandra Mishra