Should I invest in Sahara Power & Natural resources Fund?

We don't give personal investment advice. Sahara Power & Natural resources Fund- 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: 40.4%. 5-year CAGR: 0.66%.

Sahara

Sahara Power & Natural resources Fund- 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

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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	189 / 299	Q3
1W	-6.83%	-3.61%	-3.22	278 / 303	Q4
2W	-18.22%	-4.52%	-13.70	282 / 303	Q4
1M	-29.72%	-5.64%	-24.08	284 / 302	Q4
3M	-28.40%	-4.27%	-24.13	282 / 302	Q4
6M	-24.85%	+1.48%	-26.33	285 / 307	Q4
YTD	-28.71%	-0.18%	-28.53	285 / 309	Q4
1Y	-27.89%	+7.10%	-34.99	292 / 307	Q4
2Y	-17.28%	+2.20%	-19.48	283 / 303	Q4
3Y	-8.58%	+0.76%	-9.34	229 / 264	Q4
4Y	+2.56%	+0.58%	+1.98	141 / 235	Q3
5Y	+0.66%	+0.02%	+0.64	147 / 208	Q3
7Y	+6.04%	+3.12%	+2.92	84 / 130	Q3
10Y	+1.87%	+7.20%	-5.33	58 / 68	Q4
Inception	+3.98%	+0.51%	+3.46	173 / 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	-28.71%	-9.83%	-18.88	27 / 39
2019	+3.90%	+4.81%	-0.91	24 / 39
2018	-18.08%	-8.44%	-9.64	50 / 55
2017	+46.12%	+29.57%	+16.55	8 / 65
2016	+15.73%	+1.07%	+14.66	2 / 88
2015	-4.57%	-3.94%	-0.62	72 / 99
2014	+31.72%	+34.59%	-2.86	76 / 133
2013	-2.86%	+0.03%	-2.88	107 / 154
2012	+21.28%	+23.57%	-2.29	129 / 190
2011	-30.90%	-23.68%	-7.22	214 / 241
2010	+8.41%	+11.69%	-3.28	162 / 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

+12.61%

132 windows

min -27.9% · max 113.6%

54% positive

3-Year rolling

+8.51%

107 windows

min -14.7% · max 27.3%

78% positive

5-Year rolling

+8.40%

83 windows

min -2.1% · max 20.2%

94% positive

7-Year rolling

+8.16%

59 windows

min 4.3% · max 13.7%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

24.10%

3-year · annualised

Sharpe ratio

-0.50

vs risk-free 6.5%

Sortino ratio

-0.59

Downside-only deviation

Max drawdown

-40.37%

Jan 2018 → Mar 2020

% positive months

47.2%

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	₹15.1960
26 Mar 2020	₹15.1970
25 Mar 2020	₹15.1979
24 Mar 2020	₹15.1989
23 Mar 2020	₹15.1998
20 Mar 2020	₹16.3097
19 Mar 2020	₹15.8687
18 Mar 2020	₹16.3185
17 Mar 2020	₹17.1656
16 Mar 2020	₹17.4840

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 Power & Natural resources Fund- 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 Power & Natural resources Fund- Growth Option has NAV history starting from 25 Jun 2008, a track record of about 17 years 11 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 Power & Natural resources Fund- 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 Power & Natural resources Fund- Growth Option has delivered a absolute return of -27.89% — -34.99 pp behind the Growth category average of 7.10%. The fund ranks #292 of 307 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Sahara Power & Natural resources Fund- Growth Option has delivered a CAGR of -8.58% — -9.34 pp behind the Growth category average of 0.76%. The fund ranks #229 of 264 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, Sahara Power & Natural resources Fund- Growth Option has delivered a CAGR of 0.66% — +0.64 pp ahead of the Growth category average of 0.02%. The fund ranks #147 of 208 in its category — the third (Q3) quartile.

₹1 lakh invested in Sahara Power & Natural resources Fund- Growth Option exactly 10 years ago would be worth approximately ₹120,309 today — a multiplier of 1.20×, based on the 10-year CAGR of 1.87%. The category average over the same window would have grown ₹1 lakh to ₹200,432.

A ₹10,000 monthly SIP in Sahara Power & Natural resources Fund- Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹497,588 today. That's an XIRR (money-weighted annualised return) of -7.32%.

A ₹10,000 monthly SIP for 10 years in Sahara Power & Natural resources Fund- Growth Option = ₹1,200,000 invested. It would currently be worth ₹1,262,845 (multiplier 1.05×). XIRR: 1.01%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Sahara Power & Natural resources Fund- Growth Option ranks #147 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 0.66%.

The worst peak-to-trough decline Sahara Power & Natural resources Fund- Growth Option has experienced over the last 5-year window is 40.37% — its NAV fell from a high on 15 Jan 2018 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 Power & Natural resources Fund- Growth Option averaged 8.40% (best 20.23%, worst -2.14%). 94% of rolling windows ended positive. The 5-year Sharpe ratio is -0.12 — negative risk-adjusted performance.

In calendar year 2019, Sahara Power & Natural resources Fund- Growth Option returned 3.90% — lagging the Growth category average of 4.81% by 0.91 pp. It ranked #24 of 39 in its category that year.

Sahara Power & Natural resources Fund- 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 Power & Natural resources Fund- 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: 40.4%. 5-year CAGR: 0.66%.

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