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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 : 72.1439
(-0.37989999999999213
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)
AUM : ₹21,496 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-3.66%10.85%-2.21%-12.93%20.2%12.48%12.26%



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
NAV72.1439
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio78.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,42,321₹1,38,827₹3,493
After 20 years₹10,51,439₹8,90,897₹1,60,542

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 : 12.48% 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