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005012

Al-Badr Murabaha Fund - US Dollars

Saudi Fransi Capital

1.9763 NAV / Unit

As of: 2026-05-20

1M+0.35%3M+1.09%1Y+4.79%
1.9763 NAV / Unit Latest Net Asset Value
+4.79% 1-Year Return Trailing 12 Months
0.29% Total Expense Ratio Annual Fee Drag
91.18M USD Fund Size (AUM) Total Net Assets
4.88 Sharpe Ratio (1Y) Risk-Adjusted Return
0.16% Volatility (1Y) Annualised Std. Dev.

Fund Profile

Al-Badr Murabaha Fund - US Dollars is an open-end money market fund aimed at achieving returns by investing in financial instruments that are subject to the provisions of Islamic Shariah while preserving capital and providing liquidity.

Fund Manager Saudi Fransi Capital
Type OPEN ENDED
Category Money Market
Inception Aug 18, 1997
Currency USD
Shariah Compliant Yes
Risk Level LOW
NAV Frequency DAILY
Min. Subscription 1,000 USD
AUM 91.18M USD
Latest Report Dec 31, 2025
Benchmark 1 month average SOFR + 10 bps

Fees & Costs

Maximum Allowable Fees
Management Fee 0.50%
Subscription Fee 0.00%
Redemption Fee 0.00%
Performance Fee 0.00%

Maximum fees permitted under the fund's Terms & Conditions.

Total Expense Ratio (TER)
Fund TER 0.29%
Peer Avg 0.80%
Actual Expenses — 2025 (Dec 31, 2025)
Expense Item Amount % of AUM
Management Fees293,912 USD0.25%
Custody Fee23,513 USD0.02%
Audit Fee11,013 USD0.01%
Zakat Fee2,972 USD0.00%
Directors' Fee1,446 USD0.00%
CMA Fee1,882 USD0.00%
Tadawul Fee1,378 USD0.00%
Other Expenses3,482 USD0.00%
Total Expenses339,598 USD0.29%
Cost of Investing — Hypothetical 10,000 SAR Investment

Assuming 5% annual return before fees, this is the estimated SAR amount paid in fees over time.

After 1 Year 30 USD
0.3% of initial investment
fees paid
After 5 Years 183 USD
1.8% of initial investment
fees paid
After 10 Years 463 USD
4.6% of initial investment
fees paid

Performance

Sharpe Ratio
Sharpe Ratio (1Y)4.88
Peer Avg (1Y)0.87
Historical Returns
Period Return Relative (vs Peers)
3 Months+1.09%+0.16%
6 Months+2.29%+0.26%
1 Year+4.79%+0.68%
3 Years (Ann.)+4.96%+0.63%
5 Years (Ann.)+3.69%+0.37%
Risk Metrics
Volatility (1Y)0.16%

Holdings

By Maturity (Amortised Cost Placements)

Fund Financials — 2025 (Dec 31, 2025)

Total Income5.10M USD
Total Expenses339,598 USD
Net Income4.76M USD
Total Assets118.00M USD
Total Liabilities80,574 USD
Net Asset Value117.92M USD
Units in Issue60.70M
NAV per Unit1.9426 USD

Fund Managers

Fund Manager
Board Members
Shariah Advisors

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