Jama - SBI Small Cap Fund


SBI Small Cap Fund


NAV : 107.3447
(-0.3158999999999992
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)
AUM : ₹4,742 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-3.64%-5.33%-7.87%6.31%42.56%24.73%18.28%



NAV History



Expense Ratio Trends


Fund Details

An open-ended Equity Scheme predominantly investing in small cap stocks.
NAV107.3447
Launch Date-
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP-
Expense Ratio76.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 1 year₹1,06,308₹1,05,230₹1,078
After 3 years₹1,94,028₹1,87,643₹6,385
After 20 years₹83,00,249₹66,40,682₹16,59,567

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 :




Returns assumed : 24.73% 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 by investing predominantly in a well diversified basket of equity stocks of smallcapcompanies.
Fund Manager:
R. Srinivasan