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Jama - SBI EQUITY HYBRID FUND


SBI EQUITY HYBRID FUND

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Hybrid-Aggressive Hybrid
NAV : 213.3267
(+1.0579999999999927
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)
AUM : ₹545 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
-0.73%-5.66%-2.28%-2.75%7.89%19.06%10.6%



NAV History



Expense Ratio Trends


Fund Details

An open-ended Hybrid Scheme investing predominantly in equity and equity related instruments.
NAV213.3267
Launch Date01-01-2013
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP-
Expense Ratio79.0%
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 3 years₹1,68,776₹1,65,314₹3,462
After 20 years₹32,76,517₹28,53,684₹4,22,832

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 : 19.06% Past 3 yr Data




Fund Objective:
To provide investors long-term capital appreciationalongwiththeliquidityofan open-endedschemebyinvestinginamix ofdebtandequity.Theschemewillinvest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in fixed incomesecurities
Fund Manager:
R. Srinivasan