Jama - SBI FOCUSED EQUITY FUND -
SBI FOCUSED EQUITY FUND -
NAV : 271.4547
(-2.0050999999999704arrow_downward)
AUM : ₹9,834 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| -3.49% | 2.11% | 17.89% | 45.11% | 27.89% | 24.53% | 22.51% |
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 6 months | ₹1,08,579 | ₹1,08,298 | ₹281 |
| After 1 year | ₹1,45,105 | ₹1,43,551 | ₹1,555 |
| After 3 years | ₹1,93,137 | ₹1,87,276 | ₹5,861 |
| After 20 years | ₹80,49,523 | ₹65,54,551 | ₹14,94,971 |
Investment Calculators
24.53416301374396
23.261415006106766
SIP Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
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SIP
Lumpsum Calculator
After Years
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Broker(Regular)
Direct Savings :
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Returns assumed : 24.53% 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
