JAMA
Jama - Invesco India Tax Plan


Invesco India Tax Plan


NAV : 54.72
(-0.45arrow_downward)
AUM : ₹957 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
3.87%13.76%-8.43%-1.03%0.23%5.67%8.28%



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
NAV54.72
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 3 years₹1,17,997₹1,13,139₹4,858
After 20 years₹3,01,400₹2,27,728₹73,671

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 : 5.67% 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