Jama - Taurus Largecap Equity Fund
Taurus Largecap Equity Fund
NAV : 123.34
(-0.23999999999999488arrow_downward
)
AUM : ₹0 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| 3.06% | 8.54% | 20.9% | 4.34% | 6.33% | 18.25% | NA |
NAV History
Expense Ratio Trends
Fund Details
Scheme has bias towards high quality large cap stocks with overweight position in BFSI and rural consumption plays. The sustained regulatory change and positive policy frame work coupled with economic recovery should prove to be tailwind for the stocks in the BFSI sector. The Indian government's ambitious target of doubling farm income by 2022 should benefit stocks in the rural theme. Increase in weight in the cyclical commodity sector is tactical in nature.
| NAV | 123.34 |
| Launch Date | 01-01-2013 |
| Min (1st time) | ₹500 |
| Min (later on) | ₹500 |
| Min SIP | ₹1,000 |
| Expense Ratio | 252.0% |
| Exit Load : 1% if exited on or before 180 days Nil if exited after 180 days |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
| After 6 months | ₹1,09,954 | ₹1,09,931 | ₹23 |
| After 1 year | ₹1,04,340 | ₹1,04,256 | ₹84 |
| After 3 years | ₹1,65,357 | ₹1,64,940 | ₹417 |
| After 20 years | ₹28,58,614 | ₹28,10,866 | ₹47,748 |
Investment Calculators
18.251805117545295
18.152253459227374
SIP Calculator
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Returns assumed : 18.25% Past 3 yr Data
Fund Objective:
The investment objective is to provide investors long-term capital appreciation. Investments shall be primarily in Equity and Equity related instruments of large cap companies.
Fund Manager:
Ankit Tikmany
