JAMA
Jama - Principal Dividend Yield Fund


Principal Dividend Yield Fund


NAV : 58.44
(+0.42arrow_upward)
AUM : ₹170 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
5.55%10.93%-3.22%9.35%-0.1%4.16%8.1%



NAV History



Expense Ratio Trends


Fund Details

The fund predominantly invest in companies with relatively regular and high dividend yield with aim to provide investors long term wealth creation opportunity. The fund is managed with the flexibility of investing in stocks across market capitalization. The fund has almost 14 years track record across multiple market cycles.
NAV58.44
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹2,000
Expense Ratio0.0%
Exit Load : 1% for redemption within 365 days


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,09,348₹1,08,734₹614
After 3 years₹1,13,011₹1,11,028₹1,983
After 20 years₹2,26,010₹2,00,850₹25,160

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 : 4.16% Past 3 yr Data




Fund Objective:
To provide capital appreciation and/or dividend distribution by investing predominantly in a well-diversified portfolio of companies that have a relatively high dividend yield
Fund Manager:
Mr. Dhimant Shah