Should I invest in Sahara Growth Fund?

We don't give personal investment advice. Sahara Growth Fund-Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 35.3%. 5-year CAGR: -1.96%.

Sahara

Sahara Growth Fund-Growth

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.01%	+0.06%	-0.07	184 / 299	Q3
1W	-8.75%	-3.61%	-5.14	289 / 303	Q4
2W	-20.86%	-4.52%	-16.34	289 / 303	Q4
1M	-33.08%	-5.64%	-27.45	289 / 302	Q4
3M	-32.42%	-4.27%	-28.15	289 / 302	Q4
6M	-27.86%	+1.48%	-29.34	294 / 307	Q4
YTD	-32.30%	-0.18%	-32.12	296 / 309	Q4
1Y	-27.80%	+7.10%	-34.90	288 / 307	Q4
2Y	-11.97%	+2.20%	-14.18	247 / 303	Q4
3Y	-6.86%	+0.76%	-7.61	207 / 264	Q4
4Y	+0.72%	+0.58%	+0.14	169 / 235	Q3
5Y	-1.96%	+0.02%	-1.98	180 / 208	Q4
7Y	+4.67%	+3.12%	+1.55	99 / 130	Q4
10Y	+3.34%	+7.20%	-3.86	49 / 68	Q3
Inception	+6.57%	+0.51%	+6.06	117 / 310	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2020 YTD	-32.30%	-9.83%	-22.48	36 / 39
2019	+13.16%	+4.81%	+8.36	5 / 39
2018	-6.37%	-8.44%	+2.06	27 / 55
2017	+28.18%	+29.57%	-1.39	39 / 65
2016	+2.82%	+1.07%	+1.75	37 / 88
2015	-7.52%	-3.94%	-3.58	83 / 99
2014	+34.99%	+34.59%	+0.41	65 / 133
2013	+0.00%	+0.03%	-0.02	84 / 154
2012	+31.85%	+23.57%	+8.28	48 / 190
2011	-22.75%	-23.68%	+0.93	101 / 241
2010	+10.49%	+11.69%	-1.20	147 / 256

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+11.60%

159 windows

min -43.3% · max 83.0%

73% positive

3-Year rolling

+9.70%

134 windows

min -6.9% · max 22.9%

94% positive

5-Year rolling

+9.00%

110 windows

min -2.0% · max 18.6%

99% positive

7-Year rolling

+9.13%

86 windows

min 4.7% · max 15.0%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

23.78%

3-year · annualised

Sharpe ratio

-0.42

vs risk-free 6.5%

Sortino ratio

-0.48

Downside-only deviation

Max drawdown

-35.33%

Feb 2020 → Mar 2020

% positive months

55.6%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Recent NAVs

Date	NAV
27 Mar 2020	₹106.8003
26 Mar 2020	₹106.8070
25 Mar 2020	₹106.8136
24 Mar 2020	₹106.8203
23 Mar 2020	₹106.8270
20 Mar 2020	₹117.0417
19 Mar 2020	₹113.0677
18 Mar 2020	₹116.6796
17 Mar 2020	₹122.6032
16 Mar 2020	₹126.0735

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

Sahara Growth Fund-Growth is a Growth from Sahara (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

Sahara Growth Fund-Growth has NAV history starting from 03 Apr 2006, a track record of about 20 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Sahara Growth Fund-Growth is managed by Sahara. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Sahara Growth Fund-Growth has delivered a absolute return of -27.80% — -34.9 pp behind the Growth category average of 7.10%. The fund ranks #288 of 307 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Sahara Growth Fund-Growth has delivered a CAGR of -6.86% — -7.61 pp behind the Growth category average of 0.76%. The fund ranks #207 of 264 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Sahara Growth Fund-Growth has delivered a CAGR of -1.96% — -1.98 pp behind the Growth category average of 0.02%. The fund ranks #180 of 208 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Sahara Growth Fund-Growth exactly 10 years ago would be worth approximately ₹138,913 today — a multiplier of 1.39×, based on the 10-year CAGR of 3.34%. The category average over the same window would have grown ₹1 lakh to ₹200,432.

A ₹10,000 monthly SIP in Sahara Growth Fund-Growth over the last 5 years — total invested ₹600,000 — would be worth ₹493,341 today. That's an XIRR (money-weighted annualised return) of -7.65%.

A ₹10,000 monthly SIP for 10 years in Sahara Growth Fund-Growth = ₹1,200,000 invested. It would currently be worth ₹1,255,749 (multiplier 1.05×). XIRR: 0.90%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Sahara Growth Fund-Growth ranks #180 out of 208 funds in the Growth category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 0.02%; this fund delivered -1.96%.

The worst peak-to-trough decline Sahara Growth Fund-Growth has experienced over the last 5-year window is 35.33% — its NAV fell from a high on 12 Feb 2020 to a low on 27 Mar 2020. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Sahara Growth Fund-Growth averaged 9.00% (best 18.60%, worst -1.96%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is -0.27 — negative risk-adjusted performance.

In calendar year 2019, Sahara Growth Fund-Growth returned 13.16% — beating the Growth category average of 4.81% by 8.36 pp. It ranked #5 of 39 in its category that year.

Sahara Growth Fund-Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Sahara Growth Fund-Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 35.3%. 5-year CAGR: -1.96%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.