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Sahara Midcap Fund (D)

PLAN: Regular OPTIONS: Dividend
36.699 0.06 (0.18%)

NAV as on 20 Feb, 2018

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 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 20 Feb, 2018)

Period Returns (%) Rank #
1 mth -9.1 141
3 mth -2.5 125
6 mth 4.2 124
1 year 16.6 110
2 year 31.9 43
3 year 14.6 45
5 year 22.9 55

# Moneycontrol Rank within 159 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 14.7 3.2 2.9 13.2 41.0
2016 -7.6 9.6 7.8 -0.8 12.7
2015 -1.6 -4.1 0.6 5.5 3.3
2014 6.0 36.4 6.6 1.6 56.6
2013 -15.8 -1.0 -1.5 23.4 5.3

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 -9.1 -2.5 4.2 16.6 31.9 14.6 22.9
Category avg -7.2 -0.3 8.7 20.5 24.5 10.5 12.9
Difference of Fund returns and Category returns -1.9 -2.2 -4.5 -3.9 7.4 4.1 10.0
Best of category -4.6 5.4 27.8 50.4 45.2 26.3 36.3
Worst of category -9.5 -6.0 -1.1 6.6 16.1 6.0 15.3
Benchmark returns # -9.4 -1.6 9.6 19.2 28.0 13.9 19.3
Difference of Fund returns and Benchmark returns 0.3 -0.9 -5.4 -2.6 3.9 0.7 3.6
# 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) 4.17 (Dec-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 Opportunities (G) Rank 3
17,064.28 -1.8 6.7 19.1 14.9 25.4
HDFC MidCap Opport.- Direct (G) Rank 3
2,368.35 -1.6 7.2 20.3 16.1 26.4
Franklin (I) Smaller Cos (G) Rank 3
5,492.03 0.9 10.5 23.2 16.0 28.8
Franklin (I) Smaller Co -Direct (G) Rank 2
1,357.91 1.2 11.2 24.7 17.5 30.3
Franklin India Prima Fund (G) Rank 3
5,568.16 1.1 7.8 18.7 13.0 24.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 31, 18)

Equity Sector Value
(Rs cr)
Asset %
Coromandel Int Chemicals 0.39 3.98
Mold-Tek Pack Manufacturing 0.39 3.95
ITD Cementation Cement 0.37 3.83
IGL Oil & Gas 0.37 3.75
BEML Engineering 0.36 3.73
Himatsingka Sei Manufacturing 0.36 3.69
Supreme Ind Manufacturing 0.35 3.61
Bajaj Finance Banking/Finance 0.34 3.44
Britannia Food & Beverage 0.30 3.12
SRF Manufacturing 0.30 3.11

Full Portfolio

Sector Allocation (Jan 31, 18)

Sector %

1-Year

HighLow

Manufacturing 19.87 0.00 0.00
Engineering 13.60 0.00 0.00
Chemicals 13.08 0.00 0.00
Banking/Finance 11.85 0.00 0.00
Oil & Gas 10.12 0.00 0.00
Cement 6.82 0.00 0.00

View All Sectors

Asset Allocation (%)(Jan 31, 18)

Equity 98.25
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.76

View All

Concentration

Holdings (%)
Top 5 19.24
Top 10 36.21
Sector (%)
Top 3 46.55

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