Jama - SBI Magnum Equity ESG Fund


SBI Magnum Equity ESG Fund


NAV : 206.1576
(+2.269599999999997
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)
AUM : ₹45 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
5.99%4.78%10.94%13.63%8.11%17.48%NA



NAV History



Expense Ratio Trends


Fund Details

An open-ended Equity Scheme investing in companies following the ESG theme.
NAV206.1576
Launch Date01-01-2013
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP-
Expense Ratio134.0%
Exit Load : For exit within 1 year from the date of allotment - 1%. For exit after 1 year from the date of allotment - Ni


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,05,329₹1,05,162₹167
After 1 year₹1,13,631₹1,12,912₹719
After 3 years₹1,62,126₹1,58,741₹3,385
After 20 years₹25,06,212₹21,77,382₹3,28,829

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 : 17.48% Past 3 yr Data




Fund Objective:
To provide investors with opportunities for long-term growth in capital through anactivemanagementofinvestmentsina diversifiedbasketofcompaniesfollowing Environmental, Social and Governance (ESG)criteria.
Fund Manager:
Rohit Shimpi