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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SASahara MFDirect · Growth

Sahara Banking & Financial Services Fund - Growth - Direct Plan

Banks & Financial ServicesEquity - Sectoral Fund - Banks & Financial ServicesBenchmark: NIFTY BANK
NAV · 27 Mar 2020₹46.51-0.01%
AUM₹4 Crfrom this fund's primary plan
Expense Ratio2.09%
CAGR—
Exit Load1% on or before 1Y,NIL-after 1Y
Min SIP—
Launched2013

Investment Objective

To provide long term capital appreciation through investment in equities and equities related securities of companies whose business comprise of Banking / Financial services, either whole or in part.

Fund Mandate

Debt0%–25%
Equity75%–100%
MMI0%–25%
Others0%–25%
Asset Allocation
Domestic Equity97.5%
Cash & Equivalents2.5%
Fund Managers
KJ
Khozem Jabalpurwala
Fund Manager
Key Information
2.09%
—
₹5,000
1% on or before 1Y,NIL-after 1Y
Nil
Inception01 Jan 2013
AMCSahara MF
Top Holdings As of 29 Feb 2020 · disclosed on this fund's primary plan
1HDFC Bank Ltd.Bank27.14%
2ICICI Bank Ltd.Bank23.48%
3State Bank Of IndiaBank12.13%
4Axis Bank Ltd.Bank11.15%
5Kotak Mahindra Bank Ltd.Bank6.96%
6Bajaj Finance Ltd.Finance4.84%
7IndusInd Bank Ltd.Bank4.54%
8RBL Bank Ltd.Bank2.95%
9Bajaj Finserv Ltd.Finance2.66%
10Cash and Cash ReceivablesOthers2.53%
Sector Allocation
Bank90.0%
Finance7.5%
Others2.5%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sahara Banking & Financial Services Fund - Growth - Direct Plan.

Sahara MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.09%
1% on or before 1Y,NIL-after 1Y
Nil
—
₹5,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme