Jama - SBI Magnum Equity ESG Fund


SBI Magnum Equity ESG Fund


NAV : 199.1245
(-0.3007999999999811
arrow_downward
)
AUM : ₹45 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.76%2.93%15.11%17.34%7.12%20.94%15.18%



NAV History



Expense Ratio Trends


Fund Details

An open-ended Equity Scheme investing in companies following the ESG theme.
NAV199.1245
Launch Date01-01-2013
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP-
Expense Ratio134.0%
Exit Load : For exit within 1 year from the date of allotment - 1%. For exit after 1 year from the date of allotment - Ni


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,07,287₹1,07,117₹170
After 1 year₹1,17,339₹1,16,592₹746
After 3 years₹1,76,891₹1,73,164₹3,727
After 20 years₹44,80,920₹38,87,892₹5,93,029

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 : 20.94% Past 3 yr Data




Fund Objective:
To provide investors with opportunities for long-term growth in capital through anactivemanagementofinvestmentsina diversifiedbasketofcompaniesfollowing Environmental, Social and Governance (ESG)criteria.
Fund Manager:
Rohit Shimpi