Sahara Banking and Financial Services Fund Growth Return
- 1M
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- 6M
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- 3Y
- 5Y
This Fund:
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BankFD:
Showing Funds Performance since Sep 07, 2020
Sahara Banking and Financial Services Fund Growth Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹5000
AUM (Fund size)
₹4 Cr
Lock In Period
N/A
Expense Ratio
2.7
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.
Benchmark
Nifty Bank Total Return
Summary
Sahara Banking and Financial Services Fund Growth NAV is ₹43.558 as of 21 May, 2026. Sahara Banking and Financial Services Fund Growth has delivered -16.68% returns since its launch. The minimum SIP investment amount in Sahara Banking and Financial Services Fund Growth is ₹1000. The AUM of Sahara Banking and Financial Services Fund Growth is ₹4 Cr. The expense ratio of the fund is 2.7%, and its benchmark is Nifty Bank Total Return. The current exit load of the fund 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 last 1M months, Sahara Banking and Financial Services Fund Growth has delivered -42.05% returns.
Sahara Banking and Financial Services Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -42.05 | -0.57 | 5.80 |
| 6M | -40.41 | 1.45 | 34.42 |
| 1Y | -39.48 | 4.75 | 39.48 |
| 3Y | -5.90 | 14.82 | 81.20 |
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
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 |
|---|---|---|---|
| Sahara Banking and Financial Services Fund Growth | 0 | 4.25 CR | 2.7 |
| IDBI Banking & Financial Services Fund Growth | 0 | 86.62 CR | 2.5 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSahara Banking and Financial Services Fund Growth | -39.1523 | -16.9794 |
| This FundIDBI Banking & Financial Services Fund Growth | 17.579 | 75.8939 |
Sahara Banking and Financial Services Fund Growth 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.
