Jama - SBI Large & Midcap Fund


SBI Large & Midcap Fund


NAV : 399.5988
(-0.8242999999999938
arrow_downward
)
AUM : ₹94 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-1.75%-4.33%-0.88%5.5%15.87%32.48%13.25%



NAV History



Expense Ratio Trends


Fund Details

An open-ended Equity Scheme investing in both large cap and mid cap stocks.
NAV399.5988
Launch Date01-01-2013
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio99.0%
Exit Load : For exit within 12 months from the date of allotment - 1.00%; For exit after 12 months from the date of allotment - Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,05,501₹1,04,662₹839
After 3 years₹2,32,522₹2,27,257₹5,265
After 20 years₹2,77,39,471₹2,38,11,366₹39,28,105

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 : 32.48% Past 3 yr Data




Fund Objective:
To provide the investor with the opportunity of long-term capital appreciation by investing in diversified portfoliocomprisingpredominantlylarge capandmidcapcompanies.
Fund Manager:
Saurabh Pant