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Sahara Midcap Fund - Direct Plan (Bonus)

PLAN: Direct OPTIONS: Bonus
65.841 0.19 (0.30%)

NAV as on 23 Sep, 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 Jun 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 23 Sep, 2016)

Period Returns (%) Rank #
1 mth 2.8 -
3 mth 14.8 -
6 mth 24.7 -
1 year 23.1 -
2 year 10.3 -
3 year 33.9 -
5 year - -

# Moneycontrol Rank within 141 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -7.2 - - - -
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 2.8 14.8 24.7 23.1 10.3 33.9 --
Category avg 3.1 12.5 22.7 17.5 13.8 21.7 13.1
Difference of Fund returns and Category returns -0.3 2.3 2.0 5.6 -3.5 12.2 --
Best of category 6.1 19.7 34.8 33.2 36.5 54.4 29.7
Worst of category -6.5 -0.4 -8.6 1.0 5.6 20.0 13.7
Benchmark returns # 4.1 16.5 24.0 23.1 16.8 30.7 16.9
Difference of Fund returns and Benchmark returns -1.3 -1.7 0.7 0.0 -6.5 3.2 --
# Benchmark Index: NIFTY MIDCAP 100

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Bonus
Launch date Jan 01, 2013
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 0.00 (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 16.1 27.2 23.1 39.8 24.5
HDFC MidCap Opport.- Direct (G) Not Ranked
1,052.04 16.4 27.8 24.3 41.0 --
IDFC Premier Equity - Direct (G) Not Ranked
531.46 7.8 15.1 12.0 30.2 --
IDFC Premier Equity - Regular (G) Rank 4
5,493.71 7.6 14.6 11.2 29.3 19.5
IDFC Premier Equity - B (G) Not Ranked
17.29 7.7 14.7 11.3 29.4 19.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 31, 16)

Equity Sector Value
(Rs cr)
Asset %
Mold-Tek Pack Manufacturing 0.41 4.70
City Union Bank Banking/Finance 0.40 4.51
Himatsingka Sei Manufacturing 0.39 4.45
ITD Cementation Cement 0.39 4.43
Techno Electric Engineering 0.36 4.09
Ramcoind Cement 0.35 4.00
KPR Mill Manufacturing 0.34 3.90
Bharat Elec Manufacturing 0.33 3.76
Sterlite Techno Telecom 0.31 3.57
Britannia Food & Beverage 0.29 3.36

Full Portfolio

Sector Allocation (Aug 31, 16)

Sector %

1-Year

HighLow

Manufacturing 24.92 25.68 24.15
Engineering 9.43 12.28 10.55
Chemicals 8.81 7.07 3.68
Oil & Gas 8.53 8.98 8.88
Cement 8.43 12.03 8.95
Banking/Finance 8.34 11.97 8.66

View All Sectors

Asset Allocation (%)(Aug 31, 16)

Equity 95.13
Others 0.95
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.92

View All

Concentration

Holdings (%)
Top 5 22.18
Top 10 40.77
Sector (%)
Top 3 43.16

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