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  • Sahara Asset Management Co Pvt. Ltd.
  • Sahara Power & Natural Resources Fund (Growth)
Sahara Power & Natural Resources Fund (Growth)

Sahara Power & Natural Resources Fund (Growth)

Equity

Sectoral / Thematic - Infra

15.196

NAV (Mar 27)

Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

12 Years

Relative Size

2 Cr

Category View

Consistency Of Performance

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 years
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Scheme Information

Investment Objective

The investment objective is to generate long term capital appreciation through investment in equities and equity related securities of companies engaged in the business of generation,transmission,distribution of Power or in those companies that are engaged directly or indirectly in any activity associated in the power sector or principally engaged in discovery,development,production,processing or distribution of natural resources.

Low

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Moderately Low

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Moderate

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Moderately High

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High

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High Risk

2.75 %

Expense Ratio

Jun 17, 2008

Launched (12y ago)

₹ 2

AUM in Crores

INF515L01460

ISIN

No Lock-in

Lock-in

IISL Nifty 50 TR INR

Benchmark

₹ 0

SIP Minimum

₹ 5,000

Lumpsum Min.

Fund Managers
user-avatar

Khozem Jabalpurwala

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
EPF70% ₹ 900,761 ₹ 168,1498.50%
Property70% ₹ 867,662 ₹ 135,0507.00%
PPF70% ₹ 869,819 ₹ 137,2077.10%
Bank FD70% ₹ 846,471 ₹ 113,8596.00%
Gold70% ₹ 846,471 ₹ 113,8596.00%
Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
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  • Grow Wealth , Retirement , Kid's Education
    Grow Wealth , Retirement , Kid's Education
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asset-allocation

Asset allocation and Holdings

Last updated on 2020-03-27

Top Stock Holdings

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allocation by market cap
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Comparison with Equity Funds

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Top Ranked

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growth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    3 years
  • graph-icon-gray
    Grow Wealth , Retirement , Kid's Education
  • graph-icon-gray
    One-click investing and tracking
  • graph-icon-gray
    Zero fees for all your investments
Kotak Standard Multicap fund (Growth)

Kotak Standard Multicap fund (Growth)

Equity

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Axis Bluechip Fund (Growth)

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Equity

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Invesco India Growth Opportunities Fund (Growth)

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Equity

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Investment Calculator

Investment Duration5 years

₹ 0

Total Investment

₹ 0

Wealth Gained

₹ 0

Total Corpus Created (₹)

With assumed returns of 11.25 %
How does Scripbox rate funds?

Proprietary system to rate mutual funds

We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

What Scripbox recommendations mean?
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Relative Size

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Category View

Category View

We check if the sub-category of the fund is recommended by us.

Consistency Of Performance

Consistency Of Performance

Consistency of performance over various tenures is analysed for a relative performance stack.

Track Record

Track Record

We look at consistent and long historical performance for our analysis.

Relative Size

Relative Size

We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

Impact of Interest Rates

Impact of Interest Rates

We check the relative interest rate risk of the sub-category of the fund. Lower the better.

Credit Quality Of Fund’s Portfolio

Credit Quality Of Fund’s Portfolio

We check the relative interest rate risk of the sub-category of the fund. Lower the better.

Equity Funds

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About Sahara Power & Natural Resources Fund (G)

About Sahara Power & Natural Resources Fund (G)

Sahara Power & Natural Resources Fund (G) is a sectoral / thematic - infra equity fund and has delivered an annualised return of 3.6% over a period of 12 years ..The fund is managed by Sahara Asset Management Co Pvt. Ltd..The fund manager’s name is Khozem Jabalpurwala.

Sahara Power & Natural Resources Fund (G) Investment Objective

The investment objective is to generate long term capital appreciation through investment in equities and equity related securities of companies engaged in the business of generation,transmission,distribution of Power or in those companies that are engaged directly or indirectly in any activity associated in the power sector or principally engaged in discovery,development,production,processing or distribution of natural resources. However, there is no assurance that the objective of the scheme will be realized.

Sahara Power & Natural Resources Fund (G) NAV,AUM,Risk

The Sahara Power & Natural Resources Fund (G) fund was launched on Jun 17, 2008. The NAV (Net Asset Value) of this sectoral / thematic - infra equity as of 2020-03-27 is ₹ 15.196. The total AUM (Asset Under Management) of the fund as of 2020-11-20 is ₹ 1.491. The category risk of the Sahara Power & Natural Resources Fund (G) fund is High Risk. The fund charges 2.75 % as expense ratio.

Sahara Power & Natural Resources Fund (G) Holdings

The fund’s highest allocation is towards equity and has invested 97.3% in this asset class.

Sahara Power & Natural Resources Fund (G) SIP

The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

Sahara Power & Natural Resources Fund (G) Investment volatility and Horizon

This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 50 TR INR

Sahara Power & Natural Resources Fund (G) Review

Sahara Power & Natural Resources Fund (G) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Sahara Power & Natural Resources Fund (G) has a score of 0 out of 5. Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.

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