Jama - Axis Ultra Short Term Fund


Axis Ultra Short Term Fund


NAV : 12.7369
(+0.00730000000000075
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)
AUM : ₹4,033 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.33%1.29%2.16%4.23%4.33%5.18%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
NAV12.7369
Launch Date-
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₹1,01,073₹1,00,849₹224
After 1 year₹1,04,227₹1,03,314₹913
After 3 years₹1,16,375₹1,13,305₹3,070
After 20 years₹2,74,832₹2,29,966₹44,867

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 : 5.18% 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