Riyad Small And Medium Cap Fund

  • No items found.
  • Rate
    4.90
SAR 37.4823
NAV (Feb 2, 2023)
+11.06%
NAV (Feb 2, 2023)
Historical NAV
11.06%
NAV (Feb 2, 2023)
+0.75%
1D
Mutual fund graph
  • 1D
  • 5D
  • 1M
  • 3M
  • 1Y
  • 3M
  • 5Y
  • 10Y
  • All
Fund Returns
Last 1Y
16.67%
YTD
11.84%
Last 3Y
76.19%
Last 3 months
-8.7%
Last 5Y
111.49%
CAGR Month 6

About Riyad Small And Medium Cap Fund

Investment Objective

Riyad Small And Medium Cap Fund is a popular mutual fund in Saudi Arabia that provides ultimate investment chances to investors. Established in the year 2009, the fund has also won the award in the category of Saudi equity funds as the top performer. It has marked its position in the investor's list regarding making investments.

The fund charges a management cost of 1.75%, which is then paid to the fund managers for successfully making the investment on the client's behalf. These fund managers make sure to select equities of medium organizations in Saudi Arabia to make investments. Moreover, they also make investments in small firms whose market capitalization is less than SAR 3 billion. However, no matter which organization they select for investment, it must be shariah compliant.

Fund management conducts methodological approaches and concentrates on firms with underlying solid features and long-term growth potential. This medium-cap fund valuation is done from Monday to Wednesday.

Expense Ratio
0.6%
Asset Class
Equity
Fund Type
Open
Fund Currency
SAR
Shariah Compliant
YES
Fund Objective
Growth
Risk Level
High
Minimum Subscription
0
Subscription charges
1
Management fees
1.75
Leverage
0
Launched Date
2010/09/30

Fund Managers

Riyad Capital Company
Fund Manager

FAQs about Riyad Small And Medium Cap Fund

What Kind of Returns does Riyad Small And Medium Cap Fund offer?

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Riyad Small And Medium Cap Fund offer excellent returns on investment if the investment is made for a longer duration.

How risky is the Riyad Small And Medium Cap Fund?

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Riyad Small And Medium Cap Fund is a high-risk fund in the Middle East. This is best suited for investors who are ready to expose their portfolios.

What is the minimum amount set to invest in the Riyad Small And Medium Cap Fund?

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The minimum amount needed to invest in the Riyad Small And Medium Cap Fund is 5000 SAR. The fund needs this investment cost to engage and cover several other operating and administrative expenses.

What is the average Annual Management Fee of Riyad Small And Medium Cap Fund?

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The annual management charge of Riyad Small And Medium Cap Fund is 1.75%. This value is used to compensate the investment managers who work on the client's behalf.

What is the Fund Type of Riyad Small And Medium Cap Fund?

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Riyad Small And Medium Cap Fund is an open-ended fund. Hence, the fund is highly liquid and does not impose any restrictions on investors.

Who manages the Riyad Small And Medium Cap Fund?

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Riyad Small And Medium Cap Funds are managed by Riyad Capital Company. The firm is famous due to its avant-garde services.

What is the Riyad Small And Medium Cap Fund's Goal?

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Riyad Small And Medium Cap Fund's goal is to gain capital appreciation in the long run by investing in equities of medium-cap Saudi organizations.

What is the expense ratio of the Riyad Small And Medium Cap Fund?

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The expense ratio of the Riyad Small And Medium Cap Fund is 0.599%. This cost is taken from investors for paying investment managers.

Investment Calculator

SAR 5000 per month
Over the past

Total Investment of (SAR) 0
Would have become (SAR)
0 (0%)

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