Should I invest in Sahara Infrastructure Fund ---FIXED PRICING OPTION?

We don't give personal investment advice. Sahara Infrastructure Fund ---FIXED PRICING OPTION-Growth Option 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: 37.5%. 5-year CAGR: -0.01%.

Sahara

Sahara Infrastructure Fund ---FIXED PRICING OPTION-Growth Option

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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	-0.07%	+0.06%	-0.14	195 / 299	Q3
1W	-0.12%	-3.61%	+3.48	164 / 303	Q3
2W	-8.71%	-4.52%	-4.19	275 / 303	Q4
1M	-28.61%	-5.64%	-22.97	282 / 302	Q4
3M	-30.24%	-4.27%	-25.96	286 / 302	Q4
6M	-25.02%	+1.48%	-26.50	289 / 307	Q4
YTD	-29.57%	-0.18%	-29.39	291 / 309	Q4
1Y	-27.01%	+7.10%	-34.12	280 / 307	Q4
2Y	-15.56%	+2.20%	-17.76	275 / 303	Q4
3Y	-8.59%	+0.76%	-9.34	230 / 264	Q4
4Y	+1.62%	+0.58%	+1.03	152 / 235	Q3
5Y	-0.01%	+0.02%	-0.03	156 / 208	Q3
7Y	+6.54%	+3.12%	+3.43	76 / 130	Q3
10Y	+1.18%	+7.20%	-6.02	59 / 68	Q4
Inception	+4.35%	+0.51%	+3.83	164 / 310	Q3

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	-29.57%	-9.83%	-19.75	33 / 39
2019	+6.27%	+4.81%	+1.47	18 / 39
2018	-14.41%	-8.44%	-5.98	43 / 55
2017	+37.69%	+29.57%	+8.12	20 / 65
2016	+12.90%	+1.07%	+11.83	5 / 88
2015	+0.74%	-3.94%	+4.68	39 / 99
2014	+46.85%	+34.59%	+12.26	30 / 133
2013	-14.04%	+0.03%	-14.06	143 / 154
2012	+26.75%	+23.57%	+3.19	90 / 190
2011	-32.22%	-23.68%	-8.54	224 / 241
2010	-0.14%	+11.69%	-11.83	224 / 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

+11.98%

159 windows

min -56.7% · max 95.7%

58% positive

3-Year rolling

+8.04%

135 windows

min -16.5% · max 27.2%

76% positive

5-Year rolling

+6.68%

110 windows

min -6.2% · max 19.9%

86% positive

7-Year rolling

+6.27%

86 windows

min -1.6% · max 12.5%

95% 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

22.96%

3-year · annualised

Sharpe ratio

-0.54

vs risk-free 6.5%

Sortino ratio

-0.61

Downside-only deviation

Max drawdown

-37.47%

Jan 2018 → 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
3 Apr 2020	₹19.0050
1 Apr 2020	₹19.0187
31 Mar 2020	₹19.0323
30 Mar 2020	₹19.0223
27 Mar 2020	₹19.0287
26 Mar 2020	₹19.0251
25 Mar 2020	₹19.0247
24 Mar 2020	₹19.0024
23 Mar 2020	₹18.9847
20 Mar 2020	₹20.8191

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 Infrastructure Fund ---FIXED PRICING OPTION-Growth Option 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 Infrastructure Fund ---FIXED PRICING OPTION-Growth Option has NAV history starting from 05 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 Infrastructure Fund ---FIXED PRICING OPTION-Growth Option 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 Infrastructure Fund ---FIXED PRICING OPTION-Growth Option has delivered a absolute return of -27.01% — -34.12 pp behind the Growth category average of 7.10%. The fund ranks #280 of 307 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Sahara Infrastructure Fund ---FIXED PRICING OPTION-Growth Option has delivered a CAGR of -8.59% — -9.34 pp behind the Growth category average of 0.76%. The fund ranks #230 of 264 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Sahara Infrastructure Fund ---FIXED PRICING OPTION-Growth Option has delivered a CAGR of -0.01% — -0.03 pp behind the Growth category average of 0.02%. The fund ranks #156 of 208 in its category — the third (Q3) quartile.

₹1 lakh invested in Sahara Infrastructure Fund ---FIXED PRICING OPTION-Growth Option exactly 10 years ago would be worth approximately ₹112,434 today — a multiplier of 1.12×, based on the 10-year CAGR of 1.18%. The category average over the same window would have grown ₹1 lakh to ₹200,432.

A ₹10,000 monthly SIP in Sahara Infrastructure Fund ---FIXED PRICING OPTION-Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹497,735 today. That's an XIRR (money-weighted annualised return) of -7.30%.

A ₹10,000 monthly SIP for 10 years in Sahara Infrastructure Fund ---FIXED PRICING OPTION-Growth Option = ₹1,200,000 invested. It would currently be worth ₹1,296,553 (multiplier 1.08×). XIRR: 1.53%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Sahara Infrastructure Fund ---FIXED PRICING OPTION-Growth Option ranks #156 out of 208 funds in the Growth category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 0.02%; this fund delivered -0.01%.

The worst peak-to-trough decline Sahara Infrastructure Fund ---FIXED PRICING OPTION-Growth Option has experienced over the last 5-year window is 37.47% — its NAV fell from a high on 15 Jan 2018 to a low on 23 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 Infrastructure Fund ---FIXED PRICING OPTION-Growth Option averaged 6.68% (best 19.86%, worst -6.17%). 86% of rolling windows ended positive. The 5-year Sharpe ratio is -0.19 — negative risk-adjusted performance.

In calendar year 2019, Sahara Infrastructure Fund ---FIXED PRICING OPTION-Growth Option returned 6.27% — beating the Growth category average of 4.81% by 1.47 pp. It ranked #18 of 39 in its category that year.

Sahara Infrastructure Fund ---FIXED PRICING OPTION-Growth Option 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 Infrastructure Fund ---FIXED PRICING OPTION-Growth Option 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: 37.5%. 5-year CAGR: -0.01%.

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