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Jama - SBI EQUITY HYBRID FUND


SBI EQUITY HYBRID FUND

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Hybrid-Aggressive Hybrid
NAV : 245.5962
(-0.6490000000000009
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)
AUM : ₹545 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
1.69%5.8%15.33%9.4%5.95%18.46%NA



NAV History



Expense Ratio Trends


Fund Details

An open-ended Hybrid Scheme investing predominantly in equity and equity related instruments.
NAV245.5962
Launch Date01-01-2013
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹500
Expense Ratio78.0%
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₹1,07,390₹1,07,204₹186
After 1 year₹1,09,405₹1,08,655₹750
After 3 years₹1,66,217₹1,62,787₹3,431
After 20 years₹29,59,203₹25,75,083₹3,84,120

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 : 18.46% Past 3 yr Data




Fund Objective:
To provide investors long-term capital appreciationalongwiththeliquidityofan open-endedschemebyinvestinginamix ofdebtandequity.Theschemewillinvest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in fixed incomesecurities
Fund Manager:
R. Srinivasan