Sahara Tax Gain Fund (D)

Sahara Tax Gain Fund (D)

AMC Name: Sahara Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark S&P BSE 200 TRI
Fund Manager A N Sridhar
Fund Horizon OPEN
Inception Date 13-Nov-2002
Scheme AUM(CR) ` 4.95
Minimum SIP/LUMPSUM ` 500/ ` 500
Increment SIP/LUMPSUM ` 500/ ` 0
SIP Dates 5,15,25
Entry Load 1% - IF redeemed on or before 36 months. NIL - IF redeemed after 36 months.
Exit Load 1% - IF redeemed on or before 36 months. NIL - IF redeemed after 36 months.
Expense Ratio 2.3

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 5.45% 5.14%
3 Month 10.92% 8.11%
6 Month 6.61% 6.82%
1 Year 9.83% 11.10%
3 Year 7.08% 14.01%
5 Year 4.50% 9.02%
Since Inception 18.76% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others