JAMA
Jama - UTI - Equity Fund.


UTI - Equity Fund.


NAV : 169.8081
(+1.5466arrow_upward)
AUM : ₹10,821 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
7.43%12.96%-6.06%11.59%1.0%6.39%7.46%



NAV History



Expense Ratio Trends


Fund Details

The Fund is positioned as a multi cap fund investing across the market capitalization spectrum. The Fund shall comprise of high quality businesses that have an ability to show strong growth for a long period of time and are run by seasoned managements -“Quality” companies performs across market cycles -“Quality” companies mitigate drawdown -“Quality” companies rebound faster based on the strong fundamentals of balance sheets & business models. The Fund would follow a bottom up stock selection with well defined metrics of free cash flows, capital efficiency and ability to compound earnings
NAV169.8081
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,500
Expense Ratio0.0%
Exit Load : Exit load Upto 3% of NAV


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,11,590₹1,10,922₹668
After 3 years₹1,20,420₹1,18,538₹1,882
After 20 years₹3,45,132₹3,10,727₹34,405

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 : 6.39% Past 3 yr Data




Fund Objective:
This Scheme primarily aims at securing for the unitholders capital appreciation by investing the funds of the scheme in equity shares and convertible and non-convertible bonds/ debentures of companies with good growth prospects and money market instruments.
Fund Manager:
Mr. Ajay Tyagi