Jama - Axis Ultra Short Term Fund


Axis Ultra Short Term Fund


NAV : 13.6702
(+0.0015000000000000568
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)
AUM : ₹45 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.6%1.73%3.75%7.39%5.8%5.35%6.38%



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
NAV13.6702
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₹1,01,858₹1,01,635₹222
After 1 year₹1,07,388₹1,06,447₹942
After 3 years₹1,16,927₹1,13,871₹3,055
After 20 years₹2,83,632₹2,37,733₹45,898

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 : 5.35% 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