Jama - SBI Magnum Equity ESG Fund


SBI Magnum Equity ESG Fund


NAV : 167.7221
(-1.0142999999999915
arrow_downward
)
AUM : ₹45 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-2.99%-2.87%-3.08%-2.75%7.72%29.67%12.27%



NAV History



Expense Ratio Trends


Fund Details

An open-ended Equity Scheme investing in companies following the ESG theme.
NAV167.7221
Launch Date01-01-2013
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP-
Expense Ratio135.0%
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 3 years₹2,18,031₹2,13,287₹4,745
After 20 years₹1,80,63,014₹1,55,98,733₹24,64,281

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 : 29.67% 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