Jama - Invesco India Tax Plan
NAV : 96.77
(-0.12000000000000455arrow_downward)
AUM : ₹1,094 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| 3.9% | 11.01% | 29.96% | 58.64% | 29.8% | 24.77% | 18.3% |
NAV History
Expense Ratio Trends
Fund Details
An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit
| Min (1st time) | ₹500 |
| Min (later on) | ₹500 |
| Min SIP | ₹1,500 |
| Expense Ratio | 2.34% |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
| After 6 months | ₹1,14,001 | ₹1,13,673 | ₹328 |
| After 1 year | ₹1,58,639 | ₹1,56,654 | ₹1,985 |
| After 3 years | ₹1,94,239 | ₹1,87,060 | ₹7,179 |
| After 20 years | ₹83,60,780 | ₹65,04,410 | ₹18,56,370 |
Investment Calculators
24.770621761830558
23.21409586917953
SIP Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
START
SIP
Lumpsum Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
INVEST
NOW
Returns assumed : 24.77% Past 3 yr Data
Fund Objective:
To generate long term capital appreciation from a diversified portfolio of predominantly equity and equity-related instruments.
Fund Manager:
Mr. Amit Ganatra, Dhimant Kothari
