Jama - BOI AXA EQUITY DEBT REBALANCER FUND


BOI AXA EQUITY DEBT REBALANCER FUND


NAV : 16.1205
(-0.02499999999999858arrow_downward)
AUM : ₹94 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.43%4.12%1.27%7.51%-1.52%0.18%3.53%



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.
NAV16.1205
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio0.0%
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 JamaWith BrokerBack2Pocket
After 6 months₹1,00,634₹1,00,479₹155
After 1 year₹1,07,509₹1,06,854₹655

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 : 0.18% 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