Jama - SBI FOCUSED EQUITY FUND -
SBI FOCUSED EQUITY FUND -
NAV : 193.7123
(+0.9465999999999894arrow_upward)
AUM : ₹9,834 Cr.
Fund Returns
1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
2.72% | 8.53% | -9.99% | 3.84% | 2.83% | 7.13% | 9.81% |
NAV History
Expense Ratio Trends
Fund Details
An open-ended Equity Scheme investing in maximum 30 stocks across multicap space.
Min (1st time) | ₹5,000 |
Min (later on) | ₹1,000 |
Min SIP | - |
Expense Ratio | 2.11% |
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 Jama | With Broker | Back2Pocket |
|
After 1 year | ₹1,03,843 | ₹1,02,751 | ₹1,091 |
After 3 years | ₹1,22,967 | ₹1,19,294 | ₹3,673 |
After 20 years | ₹3,96,807 | ₹3,24,182 | ₹72,625 |
Investment Calculators
7.13440042944722
6.05702271946031
SIP Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
START
SIP
Lumpsum Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
INVEST
NOW
Returns assumed : 7.13% 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:
Mr. R. Srinivasan