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Jama - SBI Long Term Equity Fund


SBI Long Term Equity Fund

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Equity-Equity Linked Savings Scheme
NAV : 312.0107
(+0.1250999999999749
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)
AUM : ₹122 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
3.4%10.3%27.14%32.76%15.66%29.05%NA



NAV History



Expense Ratio Trends


Fund Details

An open-ended Equity Linked Saving Scheme with a statutory lock-in period of 3 years and tax benefit
NAV312.0107
Launch Date01-01-2013
Min (1st time)₹500
Min (later on)₹500
Min SIP-
Expense Ratio102.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,12,755₹1,12,554₹201
After 1 year₹1,32,760₹1,31,856₹904
After 3 years₹2,14,936₹2,10,847₹4,089
After 20 years₹1,64,20,626₹1,44,46,954₹19,73,672

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 :


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Returns assumed : 29.05% Past 3 yr Data




Fund Objective:
To deliver the benefit of investment in a portfolio of equity shares, while offering deduction on such investment made in the scheme under section 80C of the Income-tax Act, 1961. It also seeks to distribute income periodically depending on distributable surplus. Investments in this scheme would be subject to a statutory lock-in of 3 years from the date ofallotmenttoavailSection80Cbenefits.
Fund Manager:
Dinesh Balachandran