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012010

Al Rajhi Growth Fund

Al Rajhi Capital

19.1985 NAV / Unit

As of: 2026-04-29

1M+0.86%3M-2.29%1Y-5.35%
19.1985 NAV / Unit Latest Net Asset Value
-5.35% 1-Year Return Trailing 12 Months
0.03% Total Expense Ratio Annual Fee Drag
7.07B SAR Fund Size (AUM) Total Net Assets
-0.84 Sharpe Ratio (1Y) Risk-Adjusted Return
11.08% Volatility (1Y) Annualised Std. Dev.

Fund Profile

The fund aims to achieve capital growth balanced with the fund's risk level by investing in a diversified portfolio of equity funds, money market funds, fixed income funds, and other asset classes including ETFs and REITs, all compliant with Shariah standards.

Fund Manager Al Rajhi Capital
Type OPEN ENDED
Category Fund of Funds
Inception Nov 28, 1998
Currency SAR
Shariah Compliant Yes
Risk Level MEDIUM
NAV Frequency DAILY
Min. Subscription 10 SAR
AUM 7.07B SAR
Latest Report Dec 31, 2025
Benchmark 40% SAIBOR 3M, 30% DJ Islamic Market, 6% S&P GCC Shariah, 24% S&P Saudi Shariah

Fees & Costs

Maximum Allowable Fees
Management Fee --
Subscription Fee 2.00%
Redemption Fee 0.00%
Performance Fee 0.00%

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

Total Expense Ratio (TER)
Fund TER 0.03%
Peer Avg 1.38%
Fund of Funds This fund invests in other funds. The TER and expenses shown reflect only the direct costs of this fund and do not include fees charged by the underlying funds it holds.
Actual Expenses — 2025 (Dec 31, 2025)
Expense Item Amount % of AUM
Custody Fee1.76M SAR0.02%
Directors' Fee60,000 SAR0.00%
CMA Fee7,300 SAR0.00%
Other Expenses95,202 SAR0.00%
Total Expenses1.92M SAR0.03%
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 213 SAR
2.1% of initial investment
fees paid
After 5 Years 271 SAR
2.7% of initial investment
fees paid
After 10 Years 367 SAR
3.7% of initial investment
fees paid

Performance

Sharpe Ratio
Sharpe Ratio (1Y)-0.84
Peer Avg (1Y)1.02
Historical Returns
Period Return Relative (vs Peers)
3 Months-2.29%-4.66%
6 Months-6.53%-11.44%
1 Year-5.35%-16.07%
3 Years (Ann.)+7.62%+1.24%
5 Years (Ann.)+7.01%+3.72%
Risk Metrics
Volatility (1Y)11.08%

Holdings

By Security Type
By Stock (Equity)
By Fund

Fund Financials — 2025 (Dec 31, 2025)

Total Income-668.65M SAR
Total Expenses1.92M SAR
Net Income-670.57M SAR
Total Assets7.46B SAR
Total Liabilities1.09M SAR
Net Asset Value7.45B SAR
Units in Issue396.55M
NAV per Unit18.8000 SAR

Fund Managers

Fund Manager
Board Members
Shariah Advisors

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