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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 : 81.0945
(-0.5737000000000023
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)
AUM : ₹288 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
4.87%4.42%22.45%5.6%-0.97%17.0%11.04%



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
NAV81.0945
Launch Date01-01-2013
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio77.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,10,655₹1,10,447₹208
After 1 year₹1,05,600₹1,04,779₹822
After 3 years₹1,60,151₹1,56,228₹3,923
After 20 years₹23,09,533₹19,57,583₹3,51,950

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 : 17.0% 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