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Sahara Midcap Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
27.471 0.27 (1.00%)

NAV as on 29 Jul, 2016

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 Mar 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 29 Jul, 2016)

Period Returns (%) Rank #
1 mth 6.7 22
3 mth 13.1 71
6 mth 21.3 22
1 year 11.2 36
2 year 15.2 94
3 year 32.0 57
5 year - -

# Moneycontrol Rank within 137 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -7.6 - - - -
2015 -1.5 -4.1 0.7 5.6 3.5
2014 6.0 36.5 6.7 1.6 56.8
2013 -17.3 -0.9 -1.5 23.4 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 6.7 13.1 21.3 11.2 15.2 32.0 --
Category avg 5.3 12.8 16.9 6.7 16.4 20.9 11.1
Difference of Fund returns and Category returns 1.4 0.3 4.4 4.5 -1.2 11.1 --
Best of category 9.2 21.2 27.1 18.2 36.5 52.7 26.2
Worst of category -6.5 -0.4 -8.6 -4.0 8.3 18.8 11.1
Benchmark returns # 8.1 12.0 18.5 9.8 16.8 28.1 13.0
Difference of Fund returns and Benchmark returns -1.4 1.1 2.8 1.4 -1.6 3.9 --
# 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) 4.59 (Jun-30-2016)
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 Opportunities (G) Rank 3
9,771.58 13.9 19.9 10.6 37.2 21.1
IDFC Premier Equity - Regular (G) Rank 4
5,493.71 10.8 14.7 3.8 29.7 18.8
Franklin India Prima Fund (G) Rank 2
3,604.21 13.1 19.3 11.6 36.2 22.8
Sundaram Select Midcap -RP (G) Rank 3
3,343.68 13.9 19.3 9.0 38.1 19.9
UTI Mid Cap (G) Rank 3
3,086.82 11.6 17.0 6.4 41.8 22.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 16)

Equity Sector Value
(Rs cr)
Asset %
ITD Cementation Cement 0.24 5.24
Mold-Tek Pack Manufacturing 0.22 4.82
KPR Mill Manufacturing 0.22 4.74
HPCL Oil & Gas 0.21 4.57
City Union Bank Banking/Finance 0.19 4.24
Himatsingka Sei Manufacturing 0.19 4.18
Bharat Elec Manufacturing 0.19 4.15
Sterlite Techno Telecom 0.18 3.96
Techno Electric Engineering 0.17 3.80
Ramcoind Cement 0.14 2.97

Full Portfolio

Sector Allocation (Jun 30, 16)

Sector %

1-Year

HighLow

Manufacturing 25.55 25.68 24.15
Oil & Gas 9.58 8.98 8.88
Engineering 8.69 12.28 10.55
Cement 8.21 12.03 8.95
Chemicals 7.09 7.07 3.68
Media 6.93 7.20 4.68

View All Sectors

Asset Allocation (%)(Jun 30, 16)

Equity 90.51
Others 1.01
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 8.50

View All

Concentration

Holdings (%)
Top 5 23.61
Top 10 42.67
Sector (%)
Top 3 43.82

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