JAMA
Jama - Invesco India Tax Plan


Invesco India Tax Plan


NAV : 58.97
(+0.47arrow_upward)
AUM : ₹857 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.1%9.07%2.34%12.62%5.85%13.81%11.58%



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
NAV58.97
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹1,500
Expense Ratio2.34%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,01,165₹1,00,868₹297
After 1 year₹1,12,621₹1,11,106₹1,515
After 3 years₹1,47,422₹1,40,798₹6,624
After 20 years₹13,29,668₹9,78,688₹3,50,980

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 : 13.81% 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