Jama - Sundaram Monthly Income Plan AGGRESSIVE


Sundaram Monthly Income Plan AGGRESSIVE


NAV : 25.1607
(-0.027200000000000557arrow_downward)
AUM : ₹32 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.63%6.76%10.19%16.56%11.58%8.6%7.41%



NAV History




Fund Details

To generate regular income through investment in fixed income securities. The secondary objective is to generate long term capital appreciation by investing a portion of the schemes assets in equity and equity related instruments
NAV25.1607
Launch Date-
Min (1st time)₹5,000
Min (later on)₹500
Min SIP₹750
Expense Ratio0.0%
Exit Load : Exit Load (w.e.f. 5th March 2013) Moderate Plan 1% if redeemed within 9 months Conservative Plans 1% if redeemed within 3 months Aggressive Plan (w.e.f. 10th May 2013) 2% - If redeemed within 12 months from the date of allotment 1.5% - If redeemed after 12 months but within 18 months from the date of allotment 1% - If redeemed after 18 months but within 24 months from the date of allotment. NIL - If redeemed / switched-out after 24 months from the date of allotment.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,04,973₹1,02,748₹2,225
After 1 year₹1,16,558₹1,07,088₹9,470

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 : 8.6% Past 3 yr Data




Fund Manager:
Mr. Dwijendra Srivastava, Mr. Siddharth Chaudhary, Mr. Sandeep A