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Jama - SBI Large & Midcap Fund


SBI Large & Midcap Fund

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Equity-Large & Mid Cap
NAV : 484.8777
(-0.19920000000001892
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)
AUM : ₹94 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.32%5.49%18.65%19.85%14.05%29.26%NA



NAV History



Expense Ratio Trends


Fund Details

An open-ended Equity Scheme investing in both large cap and mid cap stocks.
NAV484.8777
Launch Date01-01-2013
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹500
Expense Ratio85.0%
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 6 months₹1,08,928₹1,08,689₹239
After 1 year₹1,19,849₹1,18,827₹1,022
After 3 years₹2,15,985₹2,10,886₹5,099
After 20 years₹1,69,62,633₹1,44,65,060₹24,97,573

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 : 29.26% 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