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

Sahara Midcap Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
53.172 0.73 (1.40%)

NAV as on 29 May, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
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 Mar 2014) 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 29 May, 2015)

Period Returns (%) Rank #
1 mth 1.2 111
3 mth -4.8 106
6 mth -0.8 112
1 year 22.3 103
2 year 36.2 72
3 year - -
5 year - -

# Moneycontrol Rank within 122 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 -1.5 - - - -
2014 6.0 36.5 6.7 1.6 -
2013 -17.3 -0.9 -1.5 23.5 3.6

View where it stands within its peers

* Returns over 1 year are Annualised

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 1.2 -4.8 -0.8 22.3 36.2 -- --
Category avg 2.9 -1.6 8.0 39.8 30.7 23.4 11.9
Difference of Fund returns and Category returns -1.7 -3.2 -8.8 -17.5 5.5 -- --
Best of category 8.5 4.8 21.9 72.7 61.5 44.0 26.0
Worst of category -0.4 -6.9 -8.6 2.4 25.3 16.2 8.0
Benchmark returns # 4.2 0.5 6.6 30.3 29.1 23.5 11.2
Difference of Fund returns and Benchmark returns -3.0 -5.3 -7.4 -8.0 7.1 -- --
# Benchmark Index: CNX Midcap

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CNX Midcap
Asset Size (Rs cr) 5.97 (Mar-31-2015)
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) Not Ranked
666.39 0.2 7.7 43.3 -- --
HDFC MidCap Opportunities (G) Rank 3
8,957.92 0.0 7.2 42.1 34.7 22.7
ICICI Pru Value Discovery Fund (G) Rank 1
8,224.72 -2.1 8.5 39.6 34.8 21.2
ICICI Pru Value Discovery - DP (G) Not Ranked
576.11 -1.9 9.1 40.8 -- --
IDFC Premier Equity - Regular (G) Rank 4
6,465.61 0.3 11.7 43.5 31.7 21.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Equity Sector Value
(Rs cr)
Asset %
Crompton Greave Engineering 0.34 3.42
ALSTOM India Engineering 0.32 3.19
HPCL Oil & Gas 0.31 3.16
NCC Cement 0.29 2.94
ITD Cementation Cement 0.29 2.90
City Union Bank Banking/Finance 0.28 2.87
Arvind Manufacturing 0.28 2.83
Bharat Elec Manufacturing 0.28 2.81
Canara Bank Banking/Finance 0.28 2.80
Ramcoind Cement 0.27 2.74

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 18.99 18.99 7.34
Cement 12.62 12.88 4.81
Conglomerates 9.54 13.03 6.99
Engineering 8.78 11.52 5.90
Manufacturing 7.64 12.81 7.27
Technology 7.09 7.13 2.74

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 94.25
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.75

View All

Concentration

Holdings (%)
Top 5 15.61
Top 10 29.66
Sector (%)
Top 3 41.15

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.