Jama - BOI AXA MID & SMALL CAP EQUITY & DEBT FUND
BOI AXA MID & SMALL CAP EQUITY & DEBT FUND
NAV : 16.74
(-0.120000000000001arrow_downward)
AUM : ₹318 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| 5.91% | 7.45% | -5.21% | 12.05% | -6.22% | 0.35% | NA |
NAV History
Expense Ratio Trends
Fund Details
An open-ended equity fund which invests between 65 to 80% in mid & small cap equities and the remaining in fixed income securities. Ideal for those who have an investment horizon of 3+ years. By investing in a mix of mid cap equities and debt, the debt instruments offer a cushion and helps reduce the volatility of the portfolio. Endeavors to provide higher return than traditional balanced funds and with lower volatility as compared to pure mid & small cap equity funds
| Min (1st time) | ₹5,000 |
| Min (later on) | ₹1,000 |
| Min SIP | ₹1,000 |
| Expense Ratio | 0.0% |
| Exit Load : Exit Load - 1% if redeemed within 12 months from the date of allotment |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
|
| After 1 year | ₹1,12,054 | ₹1,10,999 | ₹1,054 |
|
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Investment Calculators
0.347689344412183
-0.517579411741242
SIP Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
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SIP
Lumpsum Calculator
After Years
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Broker(Regular)
Direct Savings :
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Returns assumed : 0.35% Past 3 yr Data
Fund Objective:
The scheme's objective is to provide capital appreciation and income distribution to investors from a portfolio constituting of mid cap equity and equity related securities as well as fixed income securities. However there can be no assurance that the investment objectives of the Scheme will be realized.
Fund Manager:
Mr. Alok Singh, Mr. Ajay Khandelwal
