Jama - Axis Long Term Equity Fund


Axis Long Term Equity Fund


NAV : 83.9738
(-0.6375000000000028arrow_downward)
AUM : ₹21,496 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.3%12.71%28.27%61.88%27.26%26.78%19.09%



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
NAV83.9738
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₹1,13,257₹1,13,023₹234
After 1 year₹1,61,882₹1,60,500₹1,382
After 3 years₹2,03,769₹1,98,527₹5,242
After 20 years₹1,15,06,076₹96,70,858₹18,35,218

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 : 26.78% 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