Jama - Axis Long Term Equity Fund


Axis Long Term Equity Fund


NAV : 84.2614
(+0.6692999999999927
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)
AUM : ₹288 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
6.95%6.94%10.7%13.31%2.11%11.8%13.09%



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
NAV84.2614
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₹1,05,213₹1,05,013₹200
After 1 year₹1,13,314₹1,12,445₹869
After 3 years₹1,39,759₹1,36,358₹3,401
After 20 years₹9,31,527₹7,90,444₹1,41,083

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 : 11.8% 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