Managed by MCB Investment Management Limited
| Period | Absolute | CAGR |
|---|---|---|
| 1 Day | - | - |
| 15 Days | -4.68% | - |
| 30 Days | -8.11% | - |
| 90 Days | +6.11% | - |
| 180 Days | +18.61% | - |
| 1 Year | +48.71% | +48.71% |
| 3 Years | - | - |
| 5 Years | - | - |
| 10 Years | - | - |
| Return Type | 1 Day | 15 Days | 30 Days | 90 Days | 180 Days | 1 Year | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|---|
| Absolute Returns | - | -4.68% | -8.11% | +6.11% | +18.61% | +48.71% | - | - | - |
| Annualized Returns (CAGR) | - | - | - | - | - | +48.71% | - | - | - |
Absolute returns show the total percentage change over the period.
Annualized returns (CAGR) show the average yearly growth rate over the period.
Source: MUFAP
Source: FMR
Source: FMR
Source: FMR
Source: FMR
Compare Alhamra Opportunity Fund (Dividend Strategy Plan) with 4 similar funds from equity → actively managed
| Mutual Fund | 1Y Returns | 3Y CAGR | 5Y CAGR |
|---|---|---|---|
| Alhamra Opportunity Fund (Dividend Strategy Plan) | 48.71% | - | - |
| Al Ameen Islamic Retirement Savings Fund - Shariah Compliant Equity | 44.19% | 60.04% | - |
| Alhamra Islamic Pension Fund - Shariah Compliant Equity | 41.44% | 59.42% | - |
| NAFA Islamic Pension Fund - Shariah Compliant Equity | 41.91% | 56.66% | - |
| Atlas Pension Islamic Fund - Shariah Compliant Equity | 37.57% | 58.61% | - |
