MF Gyan
otherHigh risk14 years oldCooling recently (last 6m ≈ -35% p.a.)

Sahara Midcap Fund-Bonus- Direct

A specialised fund. Check the scheme details for what it invests in. From Sahara Mutual Fund. It's been running since 1 Jan 2013.

Latest price per unit
₹67.0164
▼ 0.10% 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
₹78.5k
▼ ₹21.5k loss · -21.5% / year
Invested 3 years ago
₹86.0k
▼ ₹14.0k loss · -4.9% / year
Invested 5 years ago
₹1.22 L
▲ ₹22.1k gain · 4.1% / year

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

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.43 L
Gain / loss-₹37.4k
XIRR (annualised)-15.31%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.43 L
Projected gain*+-₹36.8k
*at this fund's historical rate of -15.31% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 260 other funds in Growth

Same plan
1-year return
-21.53%median 11.70% (-33.23%)
Rank #215 of 261Beats 13% of peers
3-year return
-4.90%median 8.92% (-13.81%)
Rank #156 of 261Beats 17% of peers
5-year return
4.07%median 3.24% (+0.84%)
Rank #14 of 261Beats 53% of peers
Bumpiness (3Y)
16.07%median 18.29% (-2.22%)
Rank #97 of 261Less risky than 62% of peers
Worst-ever drop
-32.01%median -35.16% (+3.15%)
Rank #158 of 261Less risky than 39% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 5 of last 7 years were positive.

+57%
2014
+4%
2015
+15%
2016
+44%
2017
-14%
2018
+9%
2019
-25%
2020
Best year
2014 · 56.93%
Worst year
2020 · -25.31%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
16.1%

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

Worst drop ever
-32.01%

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

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Sahara Midcap Fund-Bonus- Direct against other other funds.

Technical details (for the pros)
CAGR — 1 year-21.53%
CAGR — 3 years-4.90%
CAGR — 5 years4.07%
CAGR — since launch10.48%
Volatility — 1 year (annualised)20.27%
Volatility — 3 years (annualised)16.07%
Max drawdown — 1 year-32.01%
Max drawdown — 3 years-32.01%
Sharpe ratio — 1 year (rf=6%)-1.53
Sharpe ratio — 3 years (rf=6%)-0.69

Fund info

Fund house
Sahara Mutual Fund
Category
Growth
Plan
Direct
Option
Bonus
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
120296
First price on record
1 Jan 2013 · 1,783 daily prices

About Sahara Midcap Fund-Bonus- Direct

Sahara Midcap Fund-Bonus- Direct is a Growth offered by Sahara Mutual Fund under the Direct plan with the Bonus option. It has approximately 14 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Sahara Midcap Fund-Bonus- Direct is ₹67.0164 (as of 3 Apr 2020). Historically, it has delivered -21.57% over the last year, -4.90% CAGR over 3 years, 4.07% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 16.1% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 32.0%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Sahara Midcap Fund-Bonus- Direct?+

The latest NAV of Sahara Midcap Fund-Bonus- Direct is ₹67.0164 as of 3 Apr 2020, down 0.10% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Sahara Midcap Fund-Bonus- Direct?+

Sahara Midcap Fund-Bonus- Direct has delivered 1-year return -21.57%, 3-year CAGR -4.90%, 5-year CAGR 4.07%, since-inception CAGR 10.48%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Sahara Midcap Fund-Bonus- Direct belong to?+

Sahara Midcap Fund-Bonus- Direct is categorised as Growth. A specialised fund. Check the scheme details for what it invests in.

How risky is Sahara Midcap Fund-Bonus- Direct?+

Based on its 3-year annualised volatility of 16.1%, Sahara Midcap Fund-Bonus- Direct sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Sahara Midcap Fund-Bonus- Direct a direct plan?+

Sahara Midcap Fund-Bonus- Direct is a Direct plan (no distributor commission — lower expense ratio) with the Bonus option.

How old is Sahara Midcap Fund-Bonus- Direct?+

Sahara Midcap Fund-Bonus- Direct has NAV history available from 1 Jan 2013 — approximately 14 years of track record and 1,783 daily NAV observations.

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.