Jama - Axis Long Term Equity Fund


Axis Long Term Equity Fund


NAV : 80.4578
(-0.6366999999999905
arrow_downward
)
AUM : ₹288 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
3.66%3.62%21.47%6.49%-2.3%17.28%11.57%



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
NAV80.4578
Launch Date01-01-2013
Min (1st time)₹500
Min (later on)₹500
Min SIP₹500
Expense Ratio77.0%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,10,214₹1,10,009₹205
After 1 year₹1,06,490₹1,05,662₹827
After 3 years₹1,61,298₹1,57,349₹3,950
After 20 years₹24,22,126₹20,53,150₹3,68,976

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 : 17.28% 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:
Jinesh Gopani