JAMA
Jama - Mahindra Mutual Fund Badhat Yojana


Mahindra Mutual Fund Badhat Yojana


NAV : 12.5325
(+0.0679arrow_upward)
AUM : ₹334 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
4.48%10.58%-6.08%8.79%2.07%3.62%NA



NAV History



Expense Ratio Trends


Fund Details

Prudent portfolio of investments across companies and sectors. Actively managed by professional fund managers for potential long term capital appreciation. Opportunity to participate in successful businesses through equity market.
NAV12.5325
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,500
Expense Ratio0.0%
Exit Load : Entry Load Not applicable Exit Load - An Exit Load of 1% is payable if Units are redeemed / switched-out upto 1 year from the date of allotment; - Nil if Units are redeemed / switched-out after 1 year from the date of allotment.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,08,794₹1,06,983₹1,810
After 3 years₹1,11,266₹1,04,681₹6,584
After 20 years₹2,03,740₹1,35,662₹68,078

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 : 3.62% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Manager:
Srinivasan Ramamurthy