MF Gyan
otherHigh risk14 years oldCooling recently (last 6m ≈ -37% p.a.)

Sahara Star Value Fund-Dividend - 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
₹14.4758
▼ 0.01% 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
₹77.0k
▼ ₹23.0k loss · -23.0% / year
Invested 3 years ago
₹80.7k
▼ ₹19.3k loss · -6.9% / year
Invested 5 years ago
₹1.12 L
▲ ₹12.3k gain · 2.3% / 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₹1.38 L
Gain / loss-₹41.9k
XIRR (annualised)-16.62%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.41 L
Projected gain*+-₹39.5k
*at this fund's historical rate of -16.62% 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
-22.98%median 11.70% (-34.68%)
Rank #220 of 261Beats 11% of peers
3-year return
-6.89%median 8.92% (-15.81%)
Rank #166 of 261Beats 13% of peers
5-year return
2.34%median 4.07% (-1.73%)
Rank #20 of 261Beats 41% of peers
Bumpiness (3Y)
15.42%median 18.29% (-2.88%)
Rank #79 of 261Less risky than 70% of peers
Worst-ever drop
-36.75%median -35.12% (-1.64%)
Rank #97 of 261Less risky than 63% 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.

+34%
2014
+1%
2015
+4%
2016
+39%
2017
-17%
2018
+7%
2019
-25%
2020
Best year
2017 · 38.99%
Worst year
2020 · -24.82%

Price over time

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

Bumpiness & worst drops

Day-to-day bumpiness
15.4%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-36.75%

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 Star Value Fund-Dividend - Direct against other other funds.

Technical details (for the pros)
CAGR — 1 year-22.98%
CAGR — 3 years-6.89%
CAGR — 5 years2.34%
CAGR — since launch3.88%
Volatility — 1 year (annualised)18.63%
Volatility — 3 years (annualised)15.42%
Max drawdown — 1 year-30.05%
Max drawdown — 3 years-34.39%
Sharpe ratio — 1 year (rf=6%)-1.77
Sharpe ratio — 3 years (rf=6%)-0.86

Fund info

Fund house
Sahara Mutual Fund
Category
Growth
Plan
Direct
Option
Dividend
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
120387
First price on record
1 Jan 2013 · 1,779 daily prices

About Sahara Star Value Fund-Dividend - Direct

Sahara Star Value Fund-Dividend - 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 Star Value Fund-Dividend - Direct is ₹14.4758 (as of 27 Mar 2020). Historically, it has delivered -23.02% over the last year, -6.89% CAGR over 3 years, 2.34% 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 15.4% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 36.8%. 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 Star Value Fund-Dividend - Direct?+

The latest NAV of Sahara Star Value Fund-Dividend - Direct is ₹14.4758 as of 27 Mar 2020, down 0.01% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Sahara Star Value Fund-Dividend - Direct?+

Sahara Star Value Fund-Dividend - Direct has delivered 1-year return -23.02%, 3-year CAGR -6.89%, 5-year CAGR 2.34%, since-inception CAGR 3.88%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Sahara Star Value Fund-Dividend - Direct belong to?+

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

How risky is Sahara Star Value Fund-Dividend - Direct?+

Based on its 3-year annualised volatility of 15.4%, Sahara Star Value Fund-Dividend - Direct sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Sahara Star Value Fund-Dividend - Direct a direct plan?+

Sahara Star Value Fund-Dividend - 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 Star Value Fund-Dividend - Direct?+

Sahara Star Value Fund-Dividend - 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.