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SD1 SPARTA PORTFÖY BİRİNCİ DEĞİŞKEN FON Sparta Portföy

Risk 5/7
 
 
 
Summary

SD1 primarily holds yatırım fonu katılma payı and is a high-risk fund (5/7). It manages 4.7M ₺ in assets across 2 investors. (Average position: ~2.3M ₺)

Risk 5/7
Fund Size
4.7M ₺
Total portfolio value
Net Flow
0 ₺
monthly net in/out
Management Fee
Charged from the fund whether you gain or lose.
Max Expense Ratio
Annual cap for all expenses.
Withholding
17.5%
Estimated; charged only on the gain.
YFKP69.9%HS30.1%
  • Yatırım Fonu Katılma Payı 69.9%
  • Hisse Senedi 30.1%
Purchasing Power
₺ TÜFE
Period
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Nominal Return · —
Unit-share return for the selected period. Pick a benchmark on the chart for purchasing power.
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Holdings
  • Yatırım Fonu Katılma Payı 69.9%
  • Hisse Senedi 30.1%

Fund Profile

What is the SD1 fund?

SD1 is a mutual fund managed by Sparta Portföy. It trades on TEFAS under the code SD1.

What does the SD1 fund hold?

Portfolio allocation: Yatırım Fonu Katılma Payı 69.9%, Hisse Senedi 30.1%.

How much withholding tax does the SD1 fund carry?

The estimated withholding rate on gains is 17.5%.

Rates are estimates; consult your tax advisor about your own situation.

Not investment advice

The information here is for informational purposes only and is not investment advice. Past performance does not guarantee future results. Source: TEFAS.