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Jama - SBI PSU Fund


SBI PSU Fund

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Equity-Thematic-PSU
NAV : 21.8286
(+0.049200000000002575
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)
AUM : ₹5 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
9.14%22.66%35.86%49.62%29.55%38.45%NA



NAV History



Expense Ratio Trends


Fund Details

An open-ended Equity Scheme investing in PSU/PSU subsidiaries sector.
NAV21.8286
Launch Date02-01-2013
Min (1st time)₹5,000
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 - Nil.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,16,557₹1,16,235₹322
After 1 year₹1,49,618₹1,47,981₹1,637
After 3 years₹2,65,376₹2,57,333₹8,043
After 20 years₹6,69,49,487₹5,45,30,192₹1,24,19,295

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 38.45% 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:
Richard Dsouza