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Jama - SBI Focused Equity Fund


SBI Focused Equity Fund

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Equity-Focused
NAV : 290.1634
(-0.05289999999996553
arrow_downward
)
AUM : ₹266 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.48%6.03%21.07%16.41%6.29%23.6%NA



NAV History



Expense Ratio Trends


Fund Details

An open-ended Equity Scheme investing in maximum 30 stocks across multicap space.
NAV290.1634
Launch Date01-01-2013
Min (1st time)₹5,000
Min (later on)₹1,000
Min SIP₹500
Expense Ratio74.0%
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 6 months₹1,10,032₹1,09,778₹255
After 1 year₹1,16,407₹1,15,328₹1,078
After 3 years₹1,88,845₹1,83,194₹5,651
After 20 years₹69,29,411₹56,58,956₹12,70,455

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 :


INVEST NOW

Returns assumed : 23.6% Past 3 yr Data




Fund Objective:
To provide the investor with the opportunity of long-term capital appreciation by investing in a concentrated portfolio of equity and equityrelatedsecurities.
Fund Manager:
R. Srinivasan