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Sahara Wealth Plus - Variable Pricing Option (G)

PLAN: Regular OPTIONS: Growth
52.502 0.23 (0.44%)

NAV as on 21 Feb, 2018

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
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Dec 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 21 Feb, 2018)

Period Returns (%) Rank #
1 mth -8.8 119
3 mth -3.5 131
6 mth 1.7 133
1 year 13.3 123
2 year 21.2 113
3 year 8.1 108
5 year 18.0 74

# Moneycontrol Rank within 159 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 14.9 4.3 1.0 10.7 35.6
2016 -4.0 7.0 6.2 -6.3 5.1
2015 3.1 -1.5 -7.0 5.9 2.4
2014 5.1 20.2 8.3 4.8 43.4
2013 -9.5 4.0 -0.5 16.6 11.6

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 -8.8 -3.5 1.7 13.3 21.2 8.1 18.0
Category avg -7.4 -1.0 9.4 19.9 24.4 10.4 13.0
Difference of Fund returns and Category returns -1.4 -2.5 -7.7 -6.6 -3.2 -2.3 5.0
Best of category -4.6 4.4 29.6 50.0 44.9 26.3 36.5
Worst of category -9.7 -6.4 -0.8 6.9 16.0 5.9 15.6
Benchmark returns # -6.6 -0.6 7.5 18.3 23.2 8.5 14.6
Difference of Fund returns and Benchmark returns -2.2 -2.9 -5.8 -5.0 -2.0 -0.4 3.4
# 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) 93.82 (Feb-02-2018)
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 Opportunities (G) Rank 3
91.48 -2.1 8.1 18.9 15.1 25.8
HDFC MidCap Opport.- Direct (G) Rank 3
100.10 -1.8 8.6 20.1 16.2 26.9
Franklin (I) Smaller Co -Direct (G) Rank 2
98.53 0.5 11.6 24.3 17.5 30.6
Franklin (I) Smaller Cos (G) Rank 3
92.82 0.2 10.9 22.7 15.9 29.2
Franklin India Prima Fund (G) Rank 3
1,051.85 0.4 8.3 17.8 12.9 25.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 18)

Equity Sector Value
(Rs cr)
Asset %
Mold-Tek Pack Manufacturing 0.48 4.43
Bajaj Auto Automotive 0.43 4.02
Kansai Nerolac Chemicals 0.43 3.96
Britannia Food & Beverage 0.41 3.75
Kotak Mahindra Banking/Finance 0.37 3.44
Exide Ind Automotive 0.36 3.31
Atul Chemicals 0.34 3.14
Bajaj Finance Banking/Finance 0.34 3.11
Coromandel Int Chemicals 0.33 3.08
BEML Engineering 0.33 3.03

Full Portfolio

Sector Allocation (Jan 31, 18)

Sector %

1-Year

HighLow

Banking/Finance 20.92 0.00 0.00
Manufacturing 18.09 0.00 0.00
Engineering 13.04 0.00 0.00
Chemicals 12.37 0.00 0.00
Automotive 12.26 0.00 0.00
Cons NonDurable 4.00 0.00 0.00

View All Sectors

Asset Allocation (%)(Jan 31, 18)

Equity 98.98
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.05

View All

Concentration

Holdings (%)
Top 5 19.60
Top 10 35.27
Sector (%)
Top 3 52.05

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