Jama - Tata Income Fund - Direct Plan


Tata Income Fund - Direct Plan


NAV : 72.07
(+0.06599999999998829arrow_upward)
AUM : ₹90 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.51%0.84%2.06%3.43%7.68%8.82%6.56%



NAV History




Fund Details

An income scheme with exposure to rated debt instruments with medium to long term maturity.
NAV72.07
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio1.95%
Exit Load : 1% if redeemed before expiry of 365 days from the date of allotment.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,01,023₹1,00,850₹173
After 1 year₹1,03,428₹1,02,655₹773
After 3 years₹1,28,855₹1,25,654₹3,201
After 20 years₹5,42,022₹4,58,334₹83,689

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 : 8.82% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to provide income distribution/capital appreciation over medium to long term
Fund Manager:
Mr. Akhil Mittal