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Jama - Axis Equity Saver Fund


Axis Equity Saver Fund

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Hybrid-Equity Savings
NAV : 20.26
(+0.010000000000001563
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)
AUM : ₹10 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.0%3.1%9.04%11.93%5.58%12.21%10.07%



NAV History



Expense Ratio Trends


Fund Details

An Open Ended Scheme Investing In Equity, Arbitrage And Debt
NAV20.26
Launch Date14-08-2015
Min (1st time)₹500
Min (later on)₹100
Min SIP-
Expense Ratio96.0%
Exit Load : If redeemed / switched-out within 12 months from the date of allotment, - For 10% of investments : NIL - For remaining investment : 1% If redeemed / switched - out after 12 months from the date of allotment : NIL


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,04,423₹1,04,090₹333
After 1 year₹1,11,934₹1,10,507₹1,426
After 3 years₹1,41,292₹1,35,681₹5,611
After 20 years₹10,01,829₹7,64,647₹2,37,182

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 12.21% Past 3 yr Data




Fund Objective:
The investment objective of the scheme is to provide capital appreciation and income distribution to the investors by using equity and equity related instruments, arbitrage opportunities, and investments in debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.
Fund Manager:
Anupam Tiwari