Jama - Axis Long Term Equity Fund


Axis Long Term Equity Fund


NAV : 66.8472
(+0.5533999999999963
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)
AUM : ₹21,496 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-3.35%-7.11%8.57%26.86%21.62%19.94%20.47%



NAV History



Expense Ratio Trends


Fund Details

An Open-Ended Equity Linked Savings Scheme With A Statutory Lock In Of 3 Years And Tax Benefit
NAV66.8472
Launch Date-
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio124.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,04,198₹1,03,989₹209
After 1 year₹1,26,855₹1,25,780₹1,076
After 3 years₹1,72,545₹1,68,189₹4,355
After 20 years₹37,96,131₹32,01,282₹5,94,848

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 : 19.94% Past 3 yr Data




Fund Objective:
To generate income and long-term capital appreciation from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the investment objective of the Scheme will be achieved.
Fund Manager:
Mr. Jinesh Gopani