JAMA
Jama - Tata Resources & Energy Fund


Tata Resources & Energy Fund


NAV : 18.2686
(+0.1024arrow_upward)
AUM : ₹41 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
7.36%17.0%6.01%22.78%6.19%4.95%NA



NAV History



Expense Ratio Trends


Fund Details

Primarily focuses on investment in at least 80% of its net assets in equity/equity related instruments of the companies in the Resources & Energy sectors in India.
NAV18.2686
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio2.89%
Exit Load : NIL (w.e.f. 01st January, 2017)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,02,959₹1,02,461₹498
After 1 year₹1,22,779₹1,20,756₹2,023
After 3 years₹1,15,583₹1,09,847₹5,736
After 20 years₹2,62,597₹1,87,037₹75,561

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 : 4.95% Past 3 yr Data




Fund Objective:
The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in the Resources & Energy sectors in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns.
Fund Manager:
Sailesh Jain, Satish Chandra Mishra