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Jama - Axis Equity Hybrid Fund


Axis Equity Hybrid Fund

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Hybrid-Aggressive Hybrid
NAV : 16.04
(+0.22999999999999865
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)
AUM : ₹1,590 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.72%7.37%-1.19%-4.78%18.81%12.49%NA



NAV History



Expense Ratio Trends


Fund Details

An open-ended hybrid scheme investing predominantly in equity and equity related instruments
NAV16.04
Launch Date-
Min (1st time)₹5,000
Min (later on)₹100
Min SIP-
Expense Ratio95.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,42,352₹1,36,730₹5,622
After 20 years₹10,52,973₹8,04,925₹2,48,048

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 : 12.49% Past 3 yr Data




Fund Objective:
To generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Fund Manager:
Ashish Naik