Return
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- 6M
- 1Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹5000
AUM (Fund size)
₹4 Cr
Lock In Period
N/A
Expense Ratio
2.7
Benchmark
Nifty Bank Total Return
Exit Load
1% if redeemed on or before 12 months from the date of allotment. Nil if redeemed after 12 months from the date of allotment.
Summary
Latest details for Sahara Banking and Financial Services Fund Growth include a ₹43.558 NAV as of Mar 27,2020 and returns since inception of -16.68%. Minimum investments start at SIP ₹1000. The Sahara Banking and Financial Services Fund Growth AUM is ₹4 Cr, with a lock-in of N/A years, expense ratio of 2.7%, and benchmark Nifty Bank Total Return. Exit load is - 1% if redeemed on or before 12 months from the date of allotment. Nil if redeemed after 12 months from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded -42.05% returns, against a category average of 2.18% and a category best of 10.93%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -42.05 | 2.18 | 10.93 |
| 6M | -40.41 | 1.86 | 34.42 |
| 1Y | -39.48 | 6.07 | 39.48 |
| 3Y | -5.90 | 18.16 | 88.23 |
Portfolio Analysis
- Equity: 95.91%
- Debt: 4.08%
- Others
As on: 2019-12-31
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About Fund
Sahara Banking and Financial Services Fund Growth managed by Sahara Mutual Fund,is a Bankingscheme with Assets Under Management of ₹4 Crore. The fund benchmarks its performance against the Nifty Bank Total Return while maintaining an expense ratio of 2.7. Under the expert guidance of Khozem Jabalpurwala ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Khozem Jabalpurwala
Mr. Khozem Jabalpurwala is a Commerce Graduate. He has experience of nearly 18 years in the equity segment.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSahara Banking and Financial Services Fund Growth | 0 | 4.25 CR | 2.7 |
| This FundInvesco India Financial Services Fund Growth | 3 | 1480.45 CR | 2.11 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSahara Banking and Financial Services Fund Growth | -39.1523 | -16.9794 |
| This FundInvesco India Financial Services Fund Growth | 11.3825 | 80.9518 |
FAQs
Sahara Banking and Financial Services Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sahara Banking and Financial Services Fund Growth is 2.7. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sahara Banking and Financial Services Fund Growth’s fund performance is as follows:
- 1 Month : -42.05%
- 6 Months : -40.41%
- 1 Year : -39.48%
- 3 Years : -5.90%
You can invest in Sahara Banking and Financial Services Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sahara Banking and Financial Services Fund Growth is ₹4 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sahara Banking and Financial Services Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500