Moneycontrol
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Small & Mid Cap > Sahara Mutual Fund > Sahara Wealth Plus Fund - Fixed Pricing Option (G)

Sahara Wealth Plus Fund - Fixed Pricing Option (G)

PLAN: Regular OPTIONS: Growth
42.474 0.07 (0.17%)

NAV as on 24 Mar, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sahara Mutual Fund FUND CLASS : Small & Mid Cap
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 24 Mar, 2017)

Period Returns (%) Rank #
1 mth 3.5 28
3 mth 12.8 112
6 mth 4.0 87
1 year 21.6 109
2 year 6.3 110
3 year 17.6 98
5 year 16.7 42

# Moneycontrol Rank within 145 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -4.5 6.4 5.6 -6.7 2.9
2015 2.9 -1.9 -7.5 5.4 0.7
2014 4.9 19.9 8.1 4.6 42.1
2013 -9.7 3.7 -0.7 16.4 10.5
2012 12.5 -2.2 11.1 3.6 30.5

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 (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 3.5 12.8 4.0 21.6 6.3 17.6 16.7
Category avg 2.3 14.1 4.4 26.7 10.4 19.5 12.9
Difference of Fund returns and Category returns 1.2 -1.3 -0.4 -5.1 -4.1 -1.9 3.8
Best of category 5.1 21.7 17.2 47.2 36.5 43.1 30.4
Worst of category -11.3 -1.5 -8.6 1.0 2.9 17.6 15.3
Benchmark returns # 2.6 17.6 5.7 24.8 6.4 15.8 13.9
Difference of Fund returns and Benchmark returns 0.9 -4.8 -1.7 -3.2 -0.1 1.8 2.8
# Benchmark Index: NIFTY 500

Investment Info

Investment Objective

To invest in equity and equity related instruments of companies that would be wealth builders in the long term.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jul 22, 2005
Benchmark NIFTY 500
Asset Size (Rs cr) 1.44 (Dec-31-2016)
Minimum Investment Rs.1000
Last Dividend N.A. View Dividend History
Bonus N.A.
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 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 12 months from the date of allotment.

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

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opport.- Direct (G) Rank 2
1,377.61 16.6 6.6 36.3 31.6 --
HDFC MidCap Opportunities (G) Rank 2
11,638.66 16.4 6.1 35.0 30.4 24.4
IDFC Premier Equity - Direct (G) Rank 5
516.10 15.8 3.5 19.1 21.8 --
IDFC Premier Equity - B (G) Rank 5
15.76 8.6 1.4 20.4 23.5 18.4
IDFC Premier Equity - Regular (G) Rank 5
5,311.73 15.6 3.1 18.2 20.9 19.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Equity Sector Value
(Rs cr)
Asset %
Gujarat Gas Oil & Gas 0.56 5.29
KPR Mill Manufacturing 0.56 5.29
Mold-Tek Pack Manufacturing 0.49 4.65
Kansai Nerolac Chemicals 0.48 4.57
Torrent Pharma Pharmaceuticals 0.38 3.63
Exide Ind Automotive 0.34 3.23
Sun Pharma Pharmaceuticals 0.33 3.17
Kotak Mahindra Banking/Finance 0.33 3.13
M&M Automotive 0.33 3.12
Britannia Food & Beverage 0.32 3.07

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

Manufacturing 15.85 13.82 13.79
Chemicals 11.80 9.52 9.08
Automotive 11.71 18.06 11.02
Banking/Finance 11.01 13.42 12.27
Pharmaceuticals 10.68 14.45 10.65
Technology 8.59 10.63 9.73

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 95.76
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.24

View All

Concentration

Holdings (%)
Top 5 23.43
Top 10 39.15
Sector (%)
Top 3 39.36

News & Videos

News

Messages & Community

Sections
Follow us on
Available On