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Jama - SBI PSU Fund


SBI PSU Fund

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Equity-Thematic-PSU
NAV : 21.7144
(-0.46289999999999765
arrow_downward
)
AUM : ₹5 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
5.87%20.7%36.3%50.56%27.48%38.48%17.17%



NAV History



Expense Ratio Trends


Fund Details

An open-ended Equity Scheme investing in PSU/PSU subsidiaries sector.
NAV21.7144
Launch Date02-01-2013
Min (1st time)₹5,000
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 - Nil.


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,16,749₹1,16,428₹320
After 1 year₹1,50,556₹1,48,908₹1,647
After 3 years₹2,65,565₹2,57,493₹8,072
After 20 years₹6,72,67,728₹5,47,56,480₹1,25,11,248

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 : 38.48% Past 3 yr Data




Fund Objective:
To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings (and their subsidiaries) and in debt and money market instruments issuedbyPSUsandothers.
Fund Manager:
Richard Dsouza