Jama - Invesco India Tax Plan
NAV : 87.0
(+0.12999999999999545arrow_upward)
AUM : ₹1,094 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| 3.55% | 13.55% | 23.18% | 52.55% | 27.92% | 15.45% | 16.67% |
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 | ₹1,10,985 | ₹1,10,637 | ₹348 |
| After 1 year | ₹1,52,551 | ₹1,50,635 | ₹1,917 |
| After 3 years | ₹1,53,873 | ₹1,48,061 | ₹5,812 |
| After 20 years | ₹17,69,116 | ₹13,68,609 | ₹4,00,507 |
Investment Calculators
15.44837281883269
13.976146734325766
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 : 15.45% 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
