MF Gyan
elssHigh risk

SaharaTax Gain-Dividend- Direct

An equity fund that also saves you tax under Section 80C. Money is locked in for 3 years. From Sahara Mutual Fund. It's been running since 1 Jan 2013.

Latest price per unit
₹12.8794
0.08% today
As of 3 Apr 2020 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹71.5k
₹28.5k loss · -28.5% / year
Invested 3 years ago
₹77.6k
₹22.4k loss · -8.1% / year
Invested 5 years ago
₹90.9k
₹9.1k loss · -1.9% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
16.4%

The value swings roughly 16% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-35.05%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)
CAGR — 1 year-28.50%
CAGR — 3 years-8.09%
CAGR — 5 years-1.90%
CAGR — since launch-2.56%
Volatility — 1 year (annualised)22.44%
Volatility — 3 years (annualised)16.45%
Max drawdown — 1 year-35.05%
Max drawdown — 3 years-35.05%
Sharpe ratio — 1 year (rf=6%)-1.81
Sharpe ratio — 3 years (rf=6%)-0.89

Fund info

Fund house
Sahara Mutual Fund
Category
ELSS
Plan
Direct
Option
Dividend
ISIN (Growth)
ISIN (Div re-invest)
Fund code
120290
First price on record
1 Jan 2013 · 1,783 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.