SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > ELSS > Sahara Mutual Fund > Sahara Tax Gain (G)

Sahara Tax Gain (G)

PLAN: Regular OPTIONS: Growth
67.133 0.3 (0.46%)

NAV as on 21 Feb, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sahara Mutual Fund FUND CLASS : ELSS
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2016) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 21 Feb, 2017)

Period Returns (%) Rank #
1 mth 8.0 21
3 mth 12.4 72
6 mth 5.1 43
1 year 26.5 69
2 year 3.2 70
3 year 16.5 76
5 year 12.2 42

# Moneycontrol Rank within 109 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -5.8 5.3 6.2 -7.1 -0.1
2015 -3.9 0.4 -6.9 5.4 -3.2
2014 5.8 31.3 -0.3 2.2 41.0
2013 -12.5 0.3 -0.8 17.8 4.9
2012 18.1 -1.3 7.1 3.0 32.5

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 8.0 12.4 5.1 26.5 3.2 16.5 12.2
Category avg 6.7 12.7 4.4 28.1 5.2 17.7 11.2
Difference of Fund returns and Category returns 1.3 -0.3 0.7 -1.6 -2.0 -1.2 1.0
Best of category 9.4 18.8 13.8 49.4 17.7 32.2 21.0
Worst of category 2.8 -7.3 -7.3 -10.8 -1.9 6.5 7.6
Benchmark returns # 6.6 13.7 4.5 27.1 3.4 16.5 11.2
Difference of Fund returns and Benchmark returns 1.4 -1.3 0.6 -0.6 -0.2 0.0 1.0
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

Aims to mobilise savings from a wide cross section of people and to provide them attractive returns, security and liquidity through investments in capital and money markets.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Apr 01, 1997
Benchmark S&P BSE 200
Asset Size (Rs cr) 7.07 (Dec-31-2016)
Minimum Investment Rs.500
Last Dividend N.A. View Dividend History
Bonus 7 : 1 ()
Fund Manager A. N. Sridhar
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments The scheme was launch on 1st April 1997 has close-ended and was open ended from November 7th 2002

Contact Details

Regd. Office 97-98, 9th Floor, Atlanta, Nariman Point, Mumbai , 400021
Tel. No. 022 67520121 / 32424005 / 06
Fax No. (022) 66547855
Email customercare@firstindiamutual.com
Website http://www.saharamutual.com/

Peer Comparison

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Axis Long Term Equity Fund (G) Rank 4
9,956.36 10.1 0.4 18.9 24.0 20.8
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
311.42 15.6 7.6 36.9 30.5 --
Reliance Tax Saver (ELSS) (G) Rank 3
5,579.17 15.3 7.1 35.8 29.5 19.7
HDFC Tax Saver (G) Rank 4
4,970.51 13.0 8.8 40.0 21.7 14.4
HDFC Tax Saver - Direct (G) Not Ranked
295.69 13.2 9.2 41.0 22.4 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 0.51 6.52
Bharat Elec Manufacturing 0.42 5.27
Reliance Oil & Gas 0.39 4.90
Bank of Baroda Banking/Finance 0.38 4.81
Infosys Technology 0.37 4.71
IndusInd Bank Banking/Finance 0.34 4.36
ICICI Bank Banking/Finance 0.32 4.02
HPCL Oil & Gas 0.31 3.96
M&M Automotive 0.31 3.93
Gujarat Gas Oil & Gas 0.30 3.76

Full Portfolio

Sector Allocation (Jan 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 28.91 30.63 27.21
Oil & Gas 12.62 12.15 11.61
Automotive 9.98 7.89 7.26
Technology 8.49 8.38 5.75
Manufacturing 7.45 6.72 5.99
Cement 6.27 4.37 4.04

View All Sectors

Asset Allocation (%)(Jan 31, 17)

Equity 97.94
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.04

View All

Concentration

Holdings (%)
Top 5 26.21
Top 10 46.24
Sector (%)
Top 3 51.51

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.