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Sahara Midcap Fund (Growth Auto Payout)

PLAN: Regular OPTIONS: Growth Auto Payout
77.020 1.62 (2.15%)

NAV as on 25 May, 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 Mar 2017) 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 May, 2017)

Period Returns (%) Rank #
1 mth -2.2 42
3 mth 8.6 63
6 mth 21.5 39
1 year 43.2 6
2 year 21.5 13
3 year 19.9 75
5 year 23.2 31

# Moneycontrol Rank within 141 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 14.7 - - - -
2016 -7.6 9.6 7.8 -0.8 12.7
2015 -1.5 -4.1 0.6 5.5 3.3
2014 6.1 36.5 6.7 1.6 56.9
2013 -15.8 -1.0 -1.5 23.4 5.4
2012 19.8 -4.3 8.3 2.4 33.1

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 -2.2 8.6 21.5 43.2 21.5 19.9 23.2
Category avg -2.5 8.0 18.0 28.4 13.3 15.5 14.2
Difference of Fund returns and Category returns 0.3 0.6 3.5 14.8 8.2 4.4 9.0
Best of category 3.4 14.2 29.9 53.8 27.0 36.0 32.7
Worst of category -5.8 3.9 8.6 10.8 4.4 12.8 17.7
Benchmark returns # -4.0 5.9 19.4 33.7 15.1 19.2 20.2
Difference of Fund returns and Benchmark returns 1.8 2.7 2.1 9.5 6.4 0.7 3.0
# Benchmark Index: NIFTY MIDCAP 100

Investment Info

Investment Objective

An open ended growth fund with an objective to achieve long term capital growth at medium level of risks by investing primarily in mid-cap stocks.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Dec 22, 2004
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 3.87 (Mar-31-2017)
Minimum Investment Rs.1000
Last Dividend Rs.3.00 (Dec-24-2010) 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) Rank 3
1,605.39 7.2 18.1 35.2 24.7 --
HDFC MidCap Opportunities (G) Rank 3
12,753.08 6.9 17.5 33.9 23.5 26.6
IDFC Premier Equity - Direct (G) Rank 5
527.58 8.0 18.1 18.7 18.5 --
IDFC Premier Equity - Regular (G) Rank 5
5,234.04 7.8 17.7 17.8 17.6 21.2
DSP-BR Micro Cap Fund - RP (G) Rank 1
4,258.41 8.4 19.4 35.0 34.5 31.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 28, 17)

Equity Sector Value
(Rs cr)
Asset %
Bharat Elec Manufacturing 0.49 4.91
Mold-Tek Pack Manufacturing 0.48 4.82
ITD Cementation Cement 0.47 4.66
Himatsingka Sei Manufacturing 0.45 4.49
KPR Mill Manufacturing 0.44 4.33
BEML Engineering 0.42 4.18
IGL Oil & Gas 0.36 3.55
Techno Electric Engineering 0.35 3.53
PTC India Fin Banking/Finance 0.35 3.49
HPCL Oil & Gas 0.33 3.25

Full Portfolio

Sector Allocation (Apr 28, 17)

Sector %

1-Year

HighLow

Manufacturing 26.18 25.68 25.68
Engineering 11.49 12.28 12.28
Banking/Finance 10.41 8.66 8.66
Oil & Gas 8.39 8.97 8.97
Chemicals 8.14 7.07 7.07
Cement 7.61 8.95 8.95

View All Sectors

Asset Allocation (%)(Apr 28, 17)

Equity 97.53
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.46

View All

Concentration

Holdings (%)
Top 5 23.21
Top 10 41.21
Sector (%)
Top 3 48.08

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