Jama - BOI AXA CONSERVATIVE HYBRID FUND


BOI AXA CONSERVATIVE HYBRID FUND


NAV : 23.9407
(-0.20400000000000063arrow_downward)
AUM : ₹88 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.35%1.5%5.12%10.12%10.51%4.51%4.88%



NAV History



Expense Ratio Trends


Fund Details

An open ended conservative hybrid fund with a mandate to invest 75%-90% in debt & money market instruments and 10-25% in equity and equity related securities. The equity component offers investors the opportunity for higher returns as compared to traditional fixed income instruments. The fixed income component offers stability of portfolio as the major part of the portfolio is always invested in debt / money market instruments. An ideal investment avenue for the traditional fixed income investor who wants some exposure to equity
NAV23.9407
Launch Date-
Min (1st time)₹10,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio0.0%
Exit Load : Entry Load NilExit Load 1% if redeemed before 12 months from date of allotment


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,02,526₹1,02,424₹102
After 1 year₹1,10,120₹1,09,548₹572
After 3 years₹1,14,151₹1,12,232₹1,919
After 20 years₹2,41,659₹2,15,826₹25,833

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 : 4.51% Past 3 yr Data




Fund Objective:
The Scheme seeks to generate regular income through investments in fixed income securities and also to generate long term capital appreciation by investing a portion in equity and equity related instruments. However, there can be no assurance that the income can be generated, regular or otherwise, or the investment objectives of the Scheme will be realized.
Fund Manager:
Mr. Alok Singh