Jama - BOI AXA EQUITY DEBT REBALANCER FUND
BOI AXA EQUITY DEBT REBALANCER FUND
Hybrid-Dynamic-Asset-Allocation
NAV : 17.4286
(-0.05379999999999896arrow_downward)
AUM : ₹94 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| -1.92% | -1.74% | 1.61% | 7.3% | 6.87% | 3.57% | 5.18% |
NAV History
Expense Ratio Trends
Fund Details
The fund aims at judiciously allocating assets on your behalf based on the Market (Nifty 50 Index) P/E. The strategy enables you to buy equities when valuations are low and sell when valuations are stretched. It consistently books profits as equity markets go up resulting in superior risk adjusted returns in the long-term. This also results in lower return volatility as compared to pure equity investment.
| Min (1st time) | ₹5,000 |
| Min (later on) | ₹1,000 |
| Min SIP | ₹1,000 |
| Expense Ratio | 0.0% |
| Exit Load : Entry Load - NilExit Load - 1% if redeemed within 1 year from the date of allotment |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
| After 6 months | ₹1,00,803 | ₹1,00,689 | ₹114 |
| After 1 year | ₹1,07,297 | ₹1,06,767 | ₹529 |
| After 3 years | ₹1,11,101 | ₹1,09,212 | ₹1,889 |
| After 20 years | ₹2,01,742 | ₹1,79,947 | ₹21,794 |
Investment Calculators
3.5713826729070863
2.981041367607684
SIP Calculator
After Years
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Lumpsum Calculator
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Returns assumed : 3.57% Past 3 yr Data
Fund Objective:
BOI AXA Equity Debt Rebalancer Fund aims at generating long term returns with lower volatility by following a disciplined allocation between equity and debt securities. The equity allocation will be determined based on the month end P/E ratio of the Nifty 50 Index. There is no assurance that the investment objectives of the Scheme will be realized and the Scheme does not assure or guarantee any returns
Fund Manager:
Mr. Saurabh Kataria, Mr. Nitish Gupta
