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Jama - L&T Midcap Fund


L&T Midcap Fund

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Equity-Midcap
NAV : 138.57
(+0.78arrow_upward)
AUM : ₹4,965 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.33%8.63%-0.75%2.12%-4.66%9.58%11.15%



NAV History



Expense Ratio Trends


Fund Details
NAV138.57
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹500
Expense Ratio2.3%
Exit Load : For redemption within 1 year from the date of allotment or Purchase applying First in First out basis - 1% of Applicable NAV, After 1 year from the date of allotment or Purchase applying First in First out basis - NIL


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,02,123₹1,00,944₹1,179
After 3 years₹1,31,573₹1,27,771₹3,802
After 20 years₹6,22,952₹5,12,334₹1,10,617

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 : 9.58% Past 3 yr Data




Fund Objective:
To generate capital appreciation by investing primarily in midcap stocks
Fund Manager:
Mr. Soumendra Nath Lahiri, Mr. Vihang Naik