JAMA
Jama - Tata Large & Mid Cap Fund -Direct Plan


Tata Large & Mid Cap Fund -Direct Plan


NAV : 236.5657
(+0.3217arrow_upward)
AUM : ₹1,618 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
5.54%11.19%-7.85%3.41%3.78%3.95%7.07%



NAV History




Fund Details

Primarily focuses on investing in equity and equity related instruments of well researched value and growth oriented Large & Mid Cap Companies.
NAV236.5657
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio2.45%
Exit Load : 1% if redeemed on or before expiry of 365 days from the date of allotment


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,03,413₹1,02,221₹1,192
After 3 years₹1,12,319₹1,07,884₹4,436
After 20 years₹2,16,954₹1,65,849₹51,105

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 : 3.95% Past 3 yr Data




Fund Objective:
To provide income distribution and / or medium to long term capital gains while at all times emphasizing the importance of capital appreciation.
Fund Manager:
Mr. Chandraprakash Padiyar