Jama - SBI PSU FUND



NAV : 14.218
(+0.05489999999999995arrow_upward)
AUM : ₹157 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-3.22%-1.86%-0.35%35.73%9.69%8.65%4.06%



NAV History



Expense Ratio Trends


Fund Details

An open-ended Equity Scheme investing in PSU/PSU subsidiaries sector.
NAV14.218
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio2.5700000000000003%
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 1 year₹1,35,733₹1,34,375₹1,357
After 3 years₹1,28,255₹1,25,567₹2,687
After 20 years₹5,25,397₹4,56,225₹69,172

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 : 8.65% Past 3 yr Data




Fund Objective:
To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings (and their subsidiaries) and in debt and money market instruments issuedbyPSUsandothers.
Fund Manager:
Mr. Richard D'souza