Jama - SBI EQUITY SAVINGS FUND


SBI EQUITY SAVINGS FUND


NAV : 18.7097
(+0.06470000000000198arrow_upward)
AUM : ₹1,347 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.25%4.12%8.59%23.45%14.45%13.52%9.96%



NAV History



Expense Ratio Trends


Fund Details

An open-ended Scheme investing in equity, arbitrage and debt.
NAV18.7097
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP-
Expense Ratio1.17%
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₹1,04,204₹1,04,050₹154
After 1 year₹1,23,447₹1,22,648₹799
After 3 years₹1,46,304₹1,43,234₹3,070
After 20 years₹12,63,895₹10,97,266₹1,66,629

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 : 13.52% Past 3 yr Data




Fund Objective:
The scheme aims to generate income by investinginarbitrageopportunitiesinthe cash and derivatives segment of the equity market, and capital appreciation throughamoderateexposureinequity.
Fund Manager:
Mr. Ruchit Mehta, Mr. Neeraj Kumar