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Jama - SBI Equity Savings Fund


SBI Equity Savings Fund

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Hybrid-Equity Savings
NAV : 21.8018
(-0.04230000000000089
arrow_downward
)
AUM : ₹23 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.9%6.79%14.66%12.45%8.61%13.67%10.09%



NAV History



Expense Ratio Trends


Fund Details

An open-ended Scheme investing in equity, arbitrage and debt.
NAV21.8018
Launch Date27-05-2015
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP-
Expense Ratio67.0%
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₹1,07,079₹1,06,939₹140
After 1 year₹1,12,448₹1,11,869₹579
After 3 years₹1,46,866₹1,44,354₹2,512
After 20 years₹12,96,635₹11,55,760₹1,40,875

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 : 13.67% Past 3 yr Data




Fund Objective:
The scheme aims to generate income by investinginarbitrageopportunitiesinthe cash and derivatives segment of the equity market, and capital appreciation throughamoderateexposureinequity.
Fund Manager:
Neeraj Kumar