Jama - BOI AXA Tax Advantage Fund


BOI AXA Tax Advantage Fund


NAV : 68.56
(-0.7800000000000011arrow_downward)
AUM : ₹294 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
7.62%10.02%-2.41%18.88%0.83%6.26%8.58%



NAV History



Expense Ratio Trends


Fund Details

Aims to leverage on the midcap expertise that has been established by our equity team. Provides investors with the additional benefit of Tax Savings (Under Section 80C of the Income Tax Act). Pure Equity fund that is aimed to be fully invested in equities under normal market situations. The close-ended nature of the fund will enable the Fund Manager to take a long-term view on his portfolio construct without having to worry about liquidity pressure.
NAV68.56
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio193.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,18,877₹1,17,583₹1,294
After 3 years₹1,19,988₹1,15,755₹4,234
After 20 years₹3,36,971₹2,65,208₹71,763

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 : 6.26% Past 3 yr Data




Fund Objective:
The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalizations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns. There can be no assurance that the investment objectives of the Scheme will be realized.
Fund Manager:
Mr. Saurabh Kataria