JAMA
Jama - Mahindra Dhan Sanchay Equity Savings Yojana


Mahindra Dhan Sanchay Equity Savings Yojana


NAV : 13.1699
(-0.0312arrow_downward)
AUM : ₹165 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
4.04%8.64%0.49%8.0%5.61%4.48%NA



NAV History



Expense Ratio Trends


Fund Details

Potential capital appreciation and wealth accumulation through regular investments in the long term. Balances the risk of equity with investments in debt and derivative securities. Flexible Asset Allocation feature in dynamic market scenarios.
NAV13.1699
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,500
Expense Ratio3.2165%
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 upto 1 year from the date of allotment


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,08,003₹1,01,151₹6,852

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 : 4.48% Past 3 yr Data




Fund Objective:
The Scheme seeks to generate long term capital appreciation and also income through investments in equity and equity related instruments, arbitrage opportunities and investments in debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Fund Manager:
Mr. Rahul Pal, Srinivasan Ramamurthy