Jama - Axis Ultra Short Term Fund


Axis Ultra Short Term Fund


NAV : 13.1389
(+0.009500000000000952
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)
AUM : ₹45 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.53%1.72%3.27%5.62%4.93%5.22%NA



NAV History



Expense Ratio Trends


Fund Details

An open ended ultra-short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3 months and 6 months
NAV13.1389
Launch Date10-09-2018
Min (1st time)₹5,000
Min (later on)₹100
Min SIP-
Expense Ratio31.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,01,620₹1,01,397₹223
After 1 year₹1,05,620₹1,04,693₹926
After 3 years₹1,16,499₹1,13,440₹3,059
After 20 years₹2,76,793₹2,31,803₹44,990

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 : 5.22% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to generate regular income and capital appreciation by investing in a portfolio of short term debt and money market instruments with relatively lower interest rate risk such that Macaulay duration of the portfolio is between 3 months and 6 months.
Fund Manager:
Aditya Pagaria