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Jama - SBI Focused Equity Fund


SBI Focused Equity Fund

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Equity-Focused
NAV : 299.4449
(+1.1795000000000186
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)
AUM : ₹266 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
4.45%5.11%13.17%16.64%4.63%18.66%NA



NAV History



Expense Ratio Trends


Fund Details

An open-ended Equity Scheme investing in maximum 30 stocks across multicap space.
NAV299.4449
Launch Date01-01-2013
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹500
Expense Ratio74.0%
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 6 months₹1,06,381₹1,06,145₹236
After 1 year₹1,16,643₹1,15,587₹1,056
After 3 years₹1,67,095₹1,62,133₹4,962
After 20 years₹30,64,972₹25,06,921₹5,58,051

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 : 18.66% 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