Jama - Axis Long Term Equity Fund


Axis Long Term Equity Fund


NAV : 74.2211
(-0.307699999999997arrow_downward)
AUM : ₹21,496 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.85%10.9%21.65%53.15%25.3%15.42%16.36%



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
NAV74.2211
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₹1,10,294₹1,10,051₹243
After 1 year₹1,53,149₹1,51,823₹1,326
After 3 years₹1,53,773₹1,49,733₹4,039
After 20 years₹17,61,405₹14,74,979₹2,86,426

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 : 15.42% 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