MF Gyan
otherHigh risk14 years oldAccelerating recently (last 6m ≈ 19% p.a.)

Sahara R.E.A.L Fund - Dividend Option- 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
₹23.0014
▲ 0.00% today
As of 27 Mar 2020 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.09 L
▲ ₹9.3k gain · 9.3% / year
Invested 3 years ago
₹1.24 L
▲ ₹23.7k gain · 7.4% / year
Invested 5 years ago
₹1.62 L
▲ ₹62.5k gain · 10.2% / 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₹1.94 L
Gain / loss+₹14.3k
XIRR (annualised)5.08%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.95 L
Projected gain*+₹14.8k
*at this fund's historical rate of 5.08% 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
9.34%median 11.70% (-2.37%)
Rank #132 of 261Beats 47% of peers
3-year return
7.35%median 8.92% (-1.56%)
Rank #108 of 261Beats 44% of peers
5-year return
10.19%median 3.24% (+6.95%)
Rank #5 of 261Beats 88% of peers
Bumpiness (3Y)
13.17%median 18.29% (-5.12%)
Rank #43 of 261Less risky than 84% of peers
Worst-ever drop
-25.36%median -35.16% (+9.80%)
Rank #199 of 261Less risky than 24% 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. 6 of last 7 years were positive.

+73%
2014
+6%
2015
+2%
2016
+44%
2017
-13%
2018
+4%
2019
+6%
2020
Best year
2014 · 72.95%
Worst year
2018 · -12.86%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
13.2%

The value swings roughly 13% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-25.36%

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 R.E.A.L Fund - Dividend Option- Direct against other other funds.

Technical details (for the pros)
CAGR — 1 year9.34%
CAGR — 3 years7.35%
CAGR — 5 years10.19%
CAGR — since launch14.74%
Volatility — 1 year (annualised)12.59%
Volatility — 3 years (annualised)13.17%
Max drawdown — 1 year-13.69%
Max drawdown — 3 years-25.14%
Sharpe ratio — 1 year (rf=6%)0.25
Sharpe ratio — 3 years (rf=6%)0.10

Fund info

Fund house
Sahara Mutual Fund
Category
Growth
Plan
Direct
Option
Dividend
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
120360
First price on record
1 Jan 2013 · 1,779 daily prices

About Sahara R.E.A.L Fund - Dividend Option- Direct

Sahara R.E.A.L Fund - Dividend Option- Direct is a Growth offered by Sahara Mutual Fund under the Direct plan with the Dividend 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 R.E.A.L Fund - Dividend Option- Direct is ₹23.0014 (as of 27 Mar 2020). Historically, it has delivered 9.36% over the last year, 7.35% CAGR over 3 years, 10.19% 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 13.2% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 25.4%. 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 R.E.A.L Fund - Dividend Option- Direct?+

The latest NAV of Sahara R.E.A.L Fund - Dividend Option- Direct is ₹23.0014 as of 27 Mar 2020, up 0.00% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Sahara R.E.A.L Fund - Dividend Option- Direct?+

Sahara R.E.A.L Fund - Dividend Option- Direct has delivered 1-year return 9.36%, 3-year CAGR 7.35%, 5-year CAGR 10.19%, since-inception CAGR 14.74%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Sahara R.E.A.L Fund - Dividend Option- Direct belong to?+

Sahara R.E.A.L Fund - Dividend Option- Direct is categorised as Growth. A specialised fund. Check the scheme details for what it invests in.

How risky is Sahara R.E.A.L Fund - Dividend Option- Direct?+

Based on its 3-year annualised volatility of 13.2%, Sahara R.E.A.L Fund - Dividend Option- Direct sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Sahara R.E.A.L Fund - Dividend Option- Direct a direct plan?+

Sahara R.E.A.L Fund - Dividend Option- Direct is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is Sahara R.E.A.L Fund - Dividend Option- Direct?+

Sahara R.E.A.L Fund - Dividend Option- Direct has NAV history available from 1 Jan 2013 — approximately 14 years of track record and 1,779 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.