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Jama - BOI AXA LARGE & MID CAP EQUITY FUND


BOI AXA LARGE & MID CAP EQUITY FUND

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Equity-Market Cap Fund
NAV : 53.9
(+0.36999999999999744
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)
AUM : ₹176 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.32%-7.97%-10.95%-2.31%25.43%13.71%9.8%



NAV History



Expense Ratio Trends


Fund Details

An open ended diversified equity fund investing predominantly in large and mid cap stocks. Top down approach for development of themes: Evaluates global and domestic economy and the policy environment to develop themes. Bottom-up approach for stock selection: Once themes are identified, valuation matrices and fund positioning would guide stock and sector selection. Well diversified portfolio with greater risk control. Disciplined investment style which endeavors to ensure profit booking at regular intervals.
NAV53.9
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio150.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹1,47,015₹1,44,746₹2,269
After 20 years₹13,05,401₹11,76,844₹1,28,557

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 13.71% Past 3 yr Data




Fund Objective:
The Scheme seeks to generate income and long-term capital appreciation by investing through a diversified portfolio of predominantly large cap and mid cap equity and equity related securities including equity derivatives. The Scheme is in the nature of large and mid cap fund. The Scheme is not providing any assured or guaranteed returns
Fund Manager:
Alok Singh