Tharwat Saudi Equity Fund

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  • Rate
    4.90
SAR 9.9056
NAV (Apr 1, 2023)
+2.96%
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NAV (Apr 1, 2023)
Historical NAV
2.96%
NAV (Apr 1, 2023)
+0.75%
1D
Mutual fund graph
  • 1D
  • 5D
  • 1M
  • 3M
  • 1Y
  • 3M
  • 5Y
  • 10Y
  • All
Fund Returns
Last 1Y
5.59%
YTD
12.11%
Last 3Y
10.22%
Last 3 months
6.82%
Last 5Y
-2.3%
CAGR Month 6

About Tharwat Saudi Equity Fund

Investment Objective

Tharwat Saudi Equity Fund is a reputed mutual fund in Saudi Arabia that is widely recognized for offering excellent yields when the investment is made over an extended timeframe. Though the fund comes with high risk, investors can gain huge returns. However, investors must be prepared for any sort of losses that may occur during the tenure. 

The minimum amount fixed to start the investment in this fund is SAR 10,000. As the amount is not so small, investors must assess their risk tolerance before moving ahead with the investment. Apart from this, they must also analyze the fund's performance before reaching out to any decision. After that, they must make a decision whether they wish to start SIP or invest a lumpsum amount in this fund.

Managed by Tharwat for financial securities, the fund requires the investors to pay a specified amount to make the payment to fund managers who successfully handle their portfolio. These investment managers possess immense knowledge of the share market. Hence, they ensure to make such a decision that is highly beneficial for both the investors as well as the fund.

Expense Ratio
0.0376%
Asset Class
Equity
Fund Type
Open
Fund Currency
SAR
Shariah Compliant
NO
Fund Objective
Growth
Risk Level
High
Minimum Subscription
10000
Subscription charges
0%
Management fees
0.02%
Leverage
0.01%
Launched Date
2010/09/30

Fund Managers

Tharwat For Financial Securities
Fund Manager

FAQs about Tharwat Saudi Equity Fund

What are the Returns associated with Tharwat Saudi Equity Fund?

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The returns associated with Tharwat Saudi Equity Fund are reasonable. As the fund comes with high risk, it offers high returns.

How risky is the Tharwat Saudi Equity Fund?

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Tharwat Saudi Equity Fund is a high-risk equity fund. Hence, this fund is the perfect option for individuals looking for high returns.

What minimum amount do you need to invest in the Tharwat Saudi Equity Fund?

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The minimum amount required for investing in the Tharwat Saudi Equity Fund is SAR 10,000. This is the defined amount with which an investor can begin their investment in this fund.

What is the average Annual Management Fee of Tharwat Saudi Equity Fund?

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The annual management cost of Tharwat Saudi Equity Fund is 0.95%. This is the minimum amount the fund changes to pay to money managers handling the client's portfolio.

What is the Fund Type of Tharwat Saudi Equity Fund?

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Tharwat Saudi Equity Fund is an open-ended fund. Hence, investors can make the investment on any working day.

Who manages the Tharwat Saudi Equity Fund?

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Tharwat Saudi Equity Fund is handled by Tharwat for Financial Securities. This company is known for providing outstanding investment services.

What is the Tharwat Saudi Equity Fund's Goal?

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The foremost objective of the Tharwat Saudi Equity fund is to gain capital in the medium to long tenure by investing in equities that are based on Shariah guidelines.

What is the expense ratio of the Tharwat Saudi Equity Fund?

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The expense ratio of the Tharwat Saudi Equity fund is 1.78%. This is the annual charge that is deducted from the investor's profit

Investment Calculator
SAR 5000 per month
Over the past
  • Total Investment of (SAR)
    0
Would have become (SAR)
0 (0%)

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