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Sahara Midcap Fund - Direct Plan (Growth Auto Payout)

PLAN: Direct OPTIONS: Growth Auto Payout
81.457 0.65 (0.80%)

NAV as on 25 Apr, 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
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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:
 
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Returns (NAV as on 25 Apr, 2017)

Period Returns (%) Rank #
1 mth 8.2 64
3 mth 12.9 108
6 mth 16.2 7
1 year 47.2 6
2 year 23.6 13
3 year 28.4 68
5 year - -

# Moneycontrol Rank within 147 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 8.2 12.9 16.2 47.2 23.6 28.4 --
Category avg 7.4 13.4 9.0 30.3 15.0 19.6 13.7
Difference of Fund returns and Category returns 0.8 -0.5 7.2 16.9 8.6 8.8 --
Best of category 11.7 20.9 17.7 55.4 36.5 43.1 32.5
Worst of category -11.3 -1.5 -8.6 1.0 4.5 17.8 16.6
Benchmark returns # 6.7 16.5 13.0 37.2 20.8 26.6 19.4
Difference of Fund returns and Benchmark returns 1.5 -3.6 3.2 10.0 2.8 1.8 --
# 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) 5.20 (Mar-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 2
12,753.08 13.4 9.7 37.9 29.5 25.7
IDFC Premier Equity - Regular (G) Rank 5
5,234.04 13.8 7.4 21.5 22.3 20.9
Franklin India Prima Fund (G) Rank 3
4,457.05 14.8 9.9 33.1 30.2 27.5
DSP-BR Micro Cap Fund - RP (G) Rank 1
4,258.41 14.5 10.5 40.4 42.1 31.7
Sundaram Select Midcap -RP (G) Rank 2
4,246.28 13.3 9.9 38.3 32.5 27.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Himatsingka Sei Manufacturing 0.25 4.76
Bharat Elec Manufacturing 0.23 4.39
ITD Cementation Cement 0.23 4.37
BEML Engineering 0.22 4.24
Mold-Tek Pack Manufacturing 0.22 4.21
KPR Mill Manufacturing 0.21 4.11
Techno Electric Engineering 0.20 3.92
IGL Oil & Gas 0.18 3.55
HPCL Oil & Gas 0.17 3.33
Ramcoind Cement 0.17 3.32

Full Portfolio

Sector Allocation (Mar 31, 17)

Sector %

1-Year

HighLow

Manufacturing 24.84 25.68 25.68
Engineering 12.00 12.28 12.28
Oil & Gas 9.75 8.97 8.97
Chemicals 9.00 7.07 7.07
Cement 7.69 8.95 8.95
Banking/Finance 5.84 8.66 8.66

View All Sectors

Asset Allocation (%)(Mar 31, 17)

Equity 95.70
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.32

View All

Concentration

Holdings (%)
Top 5 21.97
Top 10 40.20
Sector (%)
Top 3 46.59

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