JAMA
Jama - BOI AXA MID & SMALL CAP EQUITY & DEBT FUND


BOI AXA MID & SMALL CAP EQUITY & DEBT FUND


NAV : 14.39
(+0.05arrow_upward)
AUM : ₹318 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
5.91%7.45%-5.21%12.05%-6.22%0.35%NA



NAV History



Expense Ratio Trends


Fund Details

An open-ended equity fund which invests between 65 to 80% in mid & small cap equities and the remaining in fixed income securities. Ideal for those who have an investment horizon of 3+ years. By investing in a mix of mid cap equities and debt, the debt instruments offer a cushion and helps reduce the volatility of the portfolio. Endeavors to provide higher return than traditional balanced funds and with lower volatility as compared to pure mid & small cap equity funds
NAV14.39
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹1,000
Expense Ratio0.0%
Exit Load : Exit Load - 1% if redeemed within 12 months from the date of allotment


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,12,054₹1,10,999₹1,054

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 : 0.35% Past 3 yr Data




Fund Objective:
The scheme's objective is to provide capital appreciation and income distribution to investors from a portfolio constituting of mid cap equity and equity related securities as well as fixed income securities. However there can be no assurance that the investment objectives of the Scheme will be realized.
Fund Manager:
Mr. Alok Singh, Mr. Ajay Khandelwal