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Jama - SBI Focused Equity Fund


SBI Focused Equity Fund

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Equity-Focused
NAV : 238.8866
(-1.3984000000000094
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)
AUM : ₹266 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.42%-3.16%-6.06%-4.72%9.2%27.28%12.52%



NAV History



Expense Ratio Trends


Fund Details

An open-ended Equity Scheme investing in maximum 30 stocks across multicap space.
NAV238.8866
Launch Date01-01-2013
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio69.0%
Exit Load : For exit within 1 year from the date of allotment - 1 %; For exit after 1 year from the date of allotment - Nil.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 3 years₹2,06,215₹1,99,903₹6,312
After 20 years₹1,24,58,411₹1,01,26,510₹23,31,901

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 : 27.28% Past 3 yr Data




Fund Objective:
To provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equityrelatedsecurities.
Fund Manager:
R. Srinivasan