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  • Mutual Funds
  • Sahara Asset Management Co Pvt. Ltd.
  • Sahara TaxGain fund (Growth)
Sahara TaxGain fund (Growth)

Sahara TaxGain fund (Growth)

Equity

Tax Saving

53.9014

NAV (Apr 03)

Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

23 Years

Relative Size

5 Cr

Category View

Consistency Of Performance

Tax Saver Plan

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

Learn why choose a plan over a fund ->
  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    3
  • graph-icon-gray
    Save Tax
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Scheme Information

Investment Objective

The basic objective of Sahara Tax Gain Fund is to provide immediate tax relief and long term capital gains to investors.

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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Moderately High risk

2.73 %

Expense Ratio

Apr 01, 1997

Launched (23y ago)

₹ 5

AUM in Crores

INF515L01205

ISIN

3

Lock-in

S&P BSE 200 India TR INR

Benchmark

₹ 0

SIP Minimum

₹ 500

Lumpsum Min.

Fund Managers
user-avatar

Khozem Jabalpurwala

Fund Manager

calculator

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.

build-long-item-wealth-img

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • Inflation beating returns
    Inflation beating returns
  • Save Tax
    Save Tax
  • One click investing  tracking
    One click investing tracking
asset-allocation

Asset allocation and Holdings

Last updated on 2020-04-03

Top Stock Holdings

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allocation by market cap
comparison

Comparison with Equity Funds

L&T Midcap Fund (G)

L&T Midcap Fund (G)

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Age

5

Track Record

HDFC Index Nifty 50 fund (G)

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Track Record

UTI Nifty Index Fund (G)

UTI Nifty Index Fund (G)

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Top Ranked

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Age

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Track Record

Nippon India Growth Fund (G)

Nippon India Growth Fund (G)

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Recommended

Top Ranked

25 Years

Age

5

Track Record

HDFC Top 100 Fund (G)

HDFC Top 100 Fund (G)

Large Cap

Recommended

Top Ranked

24 Years

Age

5

Track Record

growth

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration > 5 years
  • graph-icon-gray
    3
  • graph-icon-gray
    Save Tax
  • graph-icon-gray
    One-click investing and tracking
  • graph-icon-gray
    Zero fees for all your investments
Mirae Asset Tax Saver Fund (Growth)

Mirae Asset Tax Saver Fund (Growth)

Equity

Tax Saving

Motilal Oswal Long Term Equity Fund (Growth)

Motilal Oswal Long Term Equity Fund (Growth)

Equity

Tax Saving

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

Debt Funds

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About Sahara TaxGain fund (G)

About Sahara TaxGain fund (G)

Sahara TaxGain fund (G) is a tax saving equity fund and has delivered an annualised return of 17.8% over a period of 23 years ..The fund is managed by Sahara Asset Management Co Pvt. Ltd..The fund manager’s name is Khozem Jabalpurwala.

Sahara TaxGain fund (G) Investment Objective

The basic objective of Sahara Tax Gain Fund is to provide immediate tax relief and long term capital gains to investors. However, there is no assurance that the objective of the scheme will be realized.

Sahara TaxGain fund (G) NAV,AUM,Risk

The Sahara TaxGain fund (G) fund was launched on Apr 01, 1997. The NAV (Net Asset Value) of this tax saving equity as of 2020-04-03 is ₹ 53.9014. The total AUM (Asset Under Management) of the fund as of 2020-11-20 is ₹ 4.938. The category risk of the Sahara TaxGain fund (G) fund is Moderately High risk. The fund charges 2.73 % as expense ratio.

Sahara TaxGain fund (G) Holdings

The fund’s highest allocation is towards equity and has invested 99.7% in this asset class.

Sahara TaxGain 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 ₹ 500.

Sahara TaxGain 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 S&P BSE 200 India TR INR

Sahara TaxGain fund (G) Review

Sahara TaxGain 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 TaxGain 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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