JAMA

Mutual Fund Categories

Funds To Build Wealth Over Long Term

Reliance Large Cap Fund


Equity-Large-Cap

Returns 3Y

8.15%

Returns 5Y

8.97%

Min Order

₹100

Min SIP

₹100

Exit load : 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil, thereafter.

Invest
SIP

ICICI Prudential Bluechip Fund


Equity-Large-Cap

Returns 3Y

8.3%

Returns 5Y

8.87%

Min Order

₹100

Min SIP

₹100

Exit load : Upto 1 Year from allotment - 1% of applicable NAV, more than 1 Year - Nil

Invest
SIP

SBI SMALL CAP FUND


Equity-Small-Cap

Returns 3Y

12.25%

Returns 5Y

16.6%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

SIP

Principal Hybrid Equity Fund


Hybrid-Aggressive

Returns 3Y

8.65%

Returns 5Y

9.67%

Min Order

₹5,000

Min SIP

₹500

Exit load : For units in excess of 24% of the investment,1% will be charged for redemption within 365 days

Invest
SIP

Invesco India Contra Fund


Equity-Value-Oriented

Returns 3Y

10.15%

Returns 5Y

11.75%

Min Order

₹1,000

Min SIP

₹500

Exit load : If redeemed/switched-out on or before 1 year from the date of allotment : 1% If redeemed/switched-out after 1 year from the date of allotment : Nil

Invest
SIP

L&T Emerging Businesses Fund


Equity-Small-Cap

Returns 3Y

7.91%

Returns 5Y

11.82%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption within one year from the date of allotment or purchase applying First-in First-Out basis: - 1% of the applicable NAV

Invest
SIP

MIRAE ASSET EMERGING BLUECHIP FUND


Equity-Large-And-Midcap

Returns 3Y

12.16%

Returns 5Y

16.14%

Min Order

₹1

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

SIP

Mirae Asset India Equity Fund


Equity-Multi-Cap

Returns 3Y

10.53%

Returns 5Y

11.35%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : If redeemed within 1 year (365 days) from the date of allotment: 1% If redeemed after 1 year (365 days) from the date of allotment: NIL

Invest
SIP

Principal Emerging Bluechip Fund


Equity-Large-And-Midcap

Returns 3Y

6.88%

Returns 5Y

11.82%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% for redemption within 365 days

Invest
SIP

Principal Multi Cap Growth Fund


Equity-Multi-Cap

Returns 3Y

6.6%

Returns 5Y

8.36%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% for redemption within 365 days

Invest
SIP

Tata Equity P/E Fund -Direct Plan


Equity-Value-Oriented

Returns 3Y

8.32%

Returns 5Y

10.34%

Min Order

₹5,000

Min SIP

₹500

Exit load : 1% if redeemed on or before expiry of 365 days from the date of allotment (w.e.f. 6th April, 2015)

Invest
SIP

Funds To Save Tax Upto Rs 46,350

Aditya Birla Sun Life Tax Relief '96


Equity-Elss

Returns 3Y

7.9%

Returns 5Y

10.98%

Min Order

₹500

Min SIP

₹500

Exit load : Nil

Invest
SIP

DSP Tax Saver Fund


Equity-Elss

Returns 3Y

9.58%

Returns 5Y

11.55%

Min Order

₹500

Min SIP

₹500

Exit load : Entry load Not Applicable Exit load Not Applicable

Invest
SIP

Funds To Park Cash For Short Term Needs

Franklin India Ultra Short Bond Fund


Debt-Ultra-Short-Term

Returns 3Y

8.93%

Returns 5Y

9.3%

Min Order

₹10,000

Min SIP

₹500

Exit load : Entry Nil; Exit 0.25% (if redeemed within 7 days from the date of allotment)

Invest
SIP

Reliance Liquid Fund- Cash Plan


Debt-Liquid

Returns 3Y

7.47%

Returns 5Y

8.14%

Min Order

₹100

Min SIP

₹100

Exit load : Nil

Invest
SIP

Aditya Birla Sun Life Liquid Fund


Debt-Liquid

Returns 3Y

7.15%

Returns 5Y

7.65%

Min Order

₹1,000

Min SIP

₹1,000

Exit load : Nil

Invest

ICICI Prudential Ultra Short term Fund


Debt-Ultra-Short-Term

Returns 3Y

8.45%

Returns 5Y

9.89%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : Entry Load Not Applicable. Exit Load (a) If the amount sought to be redeemed or switched out is invested for a period of upto one year 1% of the applicable NAV; (b) If the amount sought to be redeemed or switched out is invested for a period of more than one year from the date of allotment - Nil.

Invest
SIP

SBI Savings Fund


Debt-Money-Market

Returns 3Y

7.85%

Returns 5Y

8.39%

Min Order

₹500

Min SIP

₹500

Exit load : For exit within 3 business days from the date of allotment - 0.10% For exit after 3 business days from the date of allotment - Nil

Invest
SIP

Aditya Birla Sun Life Savings Fund


Debt-Money-Market

Returns 3Y

7.99%

Returns 5Y

8.55%

Min Order

₹1,000

Min SIP

₹1,000

Exit load : Nil

Invest
SIP