Jama - Axis Ultra Short Term Fund


Axis Ultra Short Term Fund


NAV : 13.69
(+0.011099999999999
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)
AUM : ₹45 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.6%1.71%3.59%7.35%5.84%5.37%6.38%



NAV History



Expense Ratio Trends


Fund Details

An open ended ultra-short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 3 months and 6 months
NAV13.69
Launch Date10-09-2018
Min (1st time)₹5,000
Min (later on)₹100
Min SIP-
Expense Ratio31.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,01,778₹1,01,557₹221
After 1 year₹1,07,350₹1,06,408₹941
After 3 years₹1,16,975₹1,13,919₹3,056
After 20 years₹2,84,416₹2,38,395₹46,021

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 : 5.37% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to generate regular income and capital appreciation by investing in a portfolio of short term debt and money market instruments with relatively lower interest rate risk such that Macaulay duration of the portfolio is between 3 months and 6 months.
Fund Manager:
Aditya Pagaria