Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹1000
AUM (Fund size)
₹8 Cr
Lock In Period
N/A
Expense Ratio
2.7
Benchmark
Nifty Midcap 100 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 Midcap Fund Growth include a ₹62.3033 NAV as of Apr 03,2020 and returns since inception of -17.37%. Minimum investments start at SIP ₹1000. The Sahara Midcap Fund Growth AUM is ₹8 Cr, with a lock-in of N/A years, expense ratio of 2.7%, and benchmark Nifty Midcap 100 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 -28.82% returns, against a category average of -1.48% and a category best of 3.59%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -28.82 | -1.48 | 3.59 |
| 6M | -19.21 | 1.39 | 26.07 |
| 1Y | -21.82 | 6.16 | 47.78 |
| 3Y | -6.16 | 15.38 | 142.86 |
Portfolio Analysis
- Equity: 96.26%
- Debt: 3.72%
- Others
As on: 2019-12-31
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About Fund
Sahara Midcap Fund Growth managed by Sahara Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹8 Crore. The fund benchmarks its performance against the Nifty Midcap 100 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSahara Midcap Fund Growth | 3 | 8.24 CR | 2.7 |
| This FundNippon India Growth Mid Cap Fund Growth | 4 | 41727.36 CR | 1.52 |
| This FundInvesco India Midcap Fund Growth | 5 | 10771.9 CR | 1.71 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSahara Midcap Fund Growth | -22.7222 | -16.5095 |
| This FundNippon India Growth Mid Cap Fund Growth | 18.037 | 93.2733 |
| This FundInvesco India Midcap Fund Growth | 17.1081 | 94.4816 |
FAQs
Sahara Midcap 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 Midcap Fund Growth is 2.7. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sahara Midcap Fund Growth’s fund performance is as follows:
- 1 Month : -28.82%
- 6 Months : -19.21%
- 1 Year : -21.82%
- 3 Years : -6.16%
You can invest in Sahara Midcap 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 Midcap Fund Growth is ₹8 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sahara Midcap 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