JAMA
Jama - Tata Equity P/E Fund -Direct Plan


Tata Equity P/E Fund -Direct Plan


NAV : 132.4053
(-0.9105arrow_downward)
AUM : ₹5,321 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
4.91%18.19%-10.72%-4.97%-3.95%0.93%8.19%



NAV History




Fund Details

Primarily invests at least 70% of the net assets in equity shares whose rolling P/E ratio on past four quarter earnings for individual companies is less than rolling P/E of the S&P BSE SENSEX stocks.
NAV132.4053
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio2.35%
Exit Load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket

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 : 0.93% Past 3 yr Data




Fund Objective:
To provide reasonable and regular income and/or possible capital appreciation to its Unitholder.
Fund Manager:
Mr. Sonam Udasi, Amey Sathe