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Jama - Axis Long Term Equity Fund


Axis Long Term Equity Fund

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Equity-Equity Linked Savings Scheme
NAV : 76.5604
(+0.4159999999999968
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)
AUM : ₹288 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
5.17%10.7%2.66%13.34%3.41%17.83%10.69%



NAV History



Expense Ratio Trends


Fund Details

An Open-Ended Equity Linked Savings Scheme With A Statutory Lock In Of 3 Years And Tax Benefit
NAV76.5604
Launch Date01-01-2013
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio84.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,01,322₹1,01,128₹195
After 1 year₹1,13,342₹1,12,448₹895
After 3 years₹1,63,601₹1,59,570₹4,031
After 20 years₹26,62,213₹22,54,306₹4,07,907

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 17.83% Past 3 yr Data




Fund Objective:
To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Manager:
Jinesh Gopani