Jama - Axis Multi Asset Allocation Fund


Axis Multi Asset Allocation Fund


NAV : 33.9834
(+0.10850000000000648
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)
AUM : ₹15 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.5%6.18%0.12%7.34%6.33%18.45%11.22%



NAV History



Expense Ratio Trends


Fund Details

An Open Ended Scheme Investing In Equity, Debt And Gold
NAV33.9834
Launch Date01-01-2013
Min (1st time)₹500
Min (later on)₹100
Min SIP-
Expense Ratio72.0%
Exit Load : If redeemed/switch out within 12 months from the date of allotment: - For 10% of investment : Nil - For remaining investment : 1% If redeemed/switch out after 12 months from the date of allotment: Nil (w.e.f. 15th June 2015)


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,07,344₹1,05,867₹1,477
After 3 years₹1,66,181₹1,58,699₹7,482
After 20 years₹29,54,881₹21,73,495₹7,81,385

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 : 18.45% Past 3 yr Data




Fund Objective:
To generate long term capital appreciation by investing in a diversified portfolio of equity and equity related instruments, fixed income instruments & Gold Exchange Traded Funds
Fund Manager:
R. Sivakumar