Jama - Baroda Banking and Financial Services Fund
Baroda Banking and Financial Services Fund
NAV : 28.1919
(+0.12320000000000064arrow_upward
)
AUM : ₹40 Cr.
Fund Returns
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 years |
| -3.83% | -4.1% | -4.3% | -5.87% | 20.52% | 2.77% | 6.94% |
NAV History
Expense Ratio Trends
Fund Details
An open ended equity scheme investing in the Banking and Financial Services sector.
| Min (1st time) | ₹5,000 |
| Min (later on) | ₹1,000 |
| Min SIP | ₹1,500 |
| Expense Ratio | 173.0% |
| Exit Load : Entry Load Nil;Exit Load 1.00% if redeemed on or before 365 days from the date of allotment of units. &NIL if redeemed after 365 days from the date of allotment of units. |
Direct Advantage
Investment of Rs.1,00,000 becomes
| With Jama | With Broker | Back2Pocket |
|
|
| After 3 years | ₹1,08,547 | ₹1,05,957 | ₹2,591 |
| After 20 years | ₹1,72,768 | ₹1,47,070 | ₹25,698 |
Investment Calculators
2.7716
1.9474
SIP Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
START SIP
Lumpsum Calculator
After Years
Direct(Jama)
Broker(Regular)
Direct Savings :
INVEST NOW
Returns assumed : 2.77% Past 3 yr Data
Fund Objective:
The investment objective is to generate long-term capital appreciation for unit holders from a portfolio invested predominantly in equity and equity related securities of companies engaged in the Banking & Financial Services Sector.
Fund Manager:
Sandeep Jain
