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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 : 277.3332
(+3.2941999999999894
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)
AUM : ₹122 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
5.13%8.71%5.24%22.88%14.47%28.14%14.05%



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
NAV277.3332
Launch Date01-01-2013
Min (1st time)₹500
Min (later on)₹500
Min SIP-
Expense Ratio107.0%
Exit Load : -


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,02,588₹1,02,414₹173
After 1 year₹1,22,880₹1,22,105₹775
After 3 years₹2,10,411₹2,06,507₹3,904
After 20 years₹1,42,49,383₹1,25,76,788₹16,72,595

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 : 28.14% 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