Jama - SBI Equity Savings Fund


SBI Equity Savings Fund


NAV : 21.7795
(+0.04059999999999775
arrow_upward
)
AUM : ₹23 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
2.08%6.14%14.32%12.99%8.45%14.22%NA



NAV History



Expense Ratio Trends


Fund Details

An open-ended Scheme investing in equity, arbitrage and debt.
NAV21.7795
Launch Date27-05-2015
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP-
Expense Ratio67.0%
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₹1,06,922₹1,06,784₹138
After 1 year₹1,12,986₹1,12,404₹582
After 3 years₹1,49,003₹1,46,460₹2,543
After 20 years₹14,27,701₹12,72,881₹1,54,821

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 : 14.22% 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:
Neeraj Kumar