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SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Small & Mid Cap > Sahara Mutual Fund > Sahara Midcap Fund - Direct Plan (Growth Auto Payout)

Sahara Midcap Fund - Direct Plan (Growth Auto Payout)

PLAN: Direct OPTIONS: Growth Auto Payout
96.270 0.05 (0.06%)

NAV as on 22 Jan, 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 Sep 2017) 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 22 Jan, 2018)

Period Returns (%) Rank #
1 mth 1.1 13
3 mth 8.8 108
6 mth 15.5 70
1 year 37.5 94
2 year 37.5 10
3 year 19.3 28
5 year - 50

# Moneycontrol Rank within 157 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 15.3 3.7 3.4 13.8 44.0
2016 -7.2 10.1 8.3 -0.3 14.7
2015 -1.5 -4.0 0.9 5.8 4.2
2014 6.0 36.5 6.7 1.6 56.9
2013 -17.3 -0.9 -1.5 23.5 3.6

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 1.1 8.8 15.5 37.5 37.5 19.3 --
Category avg 2.7 10.5 14.6 34.4 25.8 12.5 12.5
Difference of Fund returns and Category returns -1.6 -1.7 0.9 3.1 11.7 6.8 --
Best of category 4.6 24.4 40.2 75.3 44.9 30.1 37.1
Worst of category -2.3 1.1 4.3 22.4 10.3 9.3 16.2
Benchmark returns # 3.5 15.3 18.7 43.1 33.1 18.6 20.9
Difference of Fund returns and Benchmark returns -2.4 -6.5 -3.2 -5.6 4.4 0.7 --
# Benchmark Index: NIFTY MIDCAP 100

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 5.75 (Dec-31-2017)
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
17,064.28 10.2 12.8 36.5 17.5 26.3
Sundaram Select Midcap -RP (G) Rank 3
5,587.07 8.9 13.2 34.5 18.3 26.1
Franklin India Prima Fund (G) Rank 3
5,568.16 10.1 14.7 36.4 16.2 25.8
Franklin (I) Smaller Cos (G) Rank 2
5,492.03 10.7 16.4 38.5 18.9 30.1
IDFC Premier Equity - Regular (G) Rank 4
5,451.09 5.9 11.8 33.3 11.7 20.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 29, 17)

Equity Sector Value
(Rs cr)
Asset %
Himatsingka Sei Manufacturing 0.23 3.93
Coromandel Int Chemicals 0.22 3.89
BEML Engineering 0.22 3.88
IGL Oil & Gas 0.22 3.87
ITD Cementation Cement 0.22 3.81
Mold-Tek Pack Manufacturing 0.22 3.77
Bajaj Finance Banking/Finance 0.19 3.37
Supreme Ind Manufacturing 0.19 3.36
SRF Manufacturing 0.19 3.23
TV TodayNetwork Media 0.17 2.98

Full Portfolio

Sector Allocation (Dec 29, 17)

Sector %

1-Year

HighLow

Manufacturing 19.95 24.32 24.32
Engineering 14.60 11.15 11.15
Chemicals 12.68 9.05 9.05
Oil & Gas 10.20 9.09 9.09
Banking/Finance 10.06 5.97 5.97
Cement 6.60 7.23 7.23

View All Sectors

Asset Allocation (%)(Dec 29, 17)

Equity 96.57
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.41

View All

Concentration

Holdings (%)
Top 5 19.38
Top 10 36.09
Sector (%)
Top 3 47.23

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