Jama - Axis Long Term Equity Fund


Axis Long Term Equity Fund


NAV : 68.0593
(-0.38940000000000907
arrow_downward
)
AUM : ₹21,496 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-3.55%-6.51%-1.89%-10.77%3.08%7.99%8.69%



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
NAV68.0593
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₹1,25,953₹1,22,838₹3,114
After 20 years₹4,65,638₹3,94,060₹71,578

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 : 7.99% 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