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Sahara Midcap Fund (Bonus)

PLAN: Regular OPTIONS: Bonus
53.201 0.37 (0.69%)

NAV as on 24 May, 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 24 May, 2016)

Period Returns (%) Rank #
1 mth -2.4 -
3 mth 16.6 -
6 mth -4.2 -
1 year 2.0 -
2 year 10.5 -
3 year 23.2 -
5 year 12.7 -

# 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 0.6 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
2011 -11.6 1.8 -7.7 -13.2 -27.4

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 -2.4 16.6 -4.2 2.0 10.5 23.2 12.7
Category avg -0.9 14.4 -2.8 0.1 14.9 15.4 10.2
Difference of Fund returns and Category returns -1.5 2.2 -1.4 1.9 -4.4 7.8 2.5
Best of category 1.7 20.9 3.3 8.9 39.1 41.4 24.0
Worst of category -6.5 -0.4 -8.7 -7.7 2.6 11.8 8.9
Benchmark returns # -2.3 10.4 -2.0 -1.7 12.0 18.1 10.6
Difference of Fund returns and Benchmark returns -0.1 6.2 -2.2 3.7 -1.5 5.1 2.1
# 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 Bonus
Launch date Dec 22, 2004
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 0.04 (Dec-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
905.52 15.2 0.1 0.4 28.4 --
HDFC MidCap Opportunities (G) Rank 3
9,733.96 15.0 -0.4 -0.5 27.4 19.5
IDFC Premier Equity - Direct (G) Not Ranked
532.93 12.6 -1.1 -3.1 23.5 --
IDFC Premier Equity - B (G) Not Ranked
23.56 12.4 -1.5 -3.7 22.7 17.6
IDFC Premier Equity - Regular (G) Rank 4
5,783.23 12.4 -1.5 -3.7 22.6 17.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 29, 16)

Equity Sector Value
(Rs cr)
Asset %
ITD Cementation Cement 0.45 5.73
Himatsingka Sei Manufacturing 0.35 4.43
Mold-Tek Pack Manufacturing 0.35 4.41
Sterlite Techno Telecom 0.33 4.14
ABB India Engineering 0.32 4.09
Bharat Elec Manufacturing 0.32 4.02
HPCL Oil & Gas 0.32 3.98
KPR Mill Manufacturing 0.30 3.75
Techno Electric Engineering 0.29 3.60
City Union Bank Banking/Finance 0.28 3.55

Full Portfolio

Sector Allocation (Apr 29, 16)

Sector %

1-Year

HighLow

Manufacturing 25.12 25.36 5.56
Engineering 12.99 13.48 9.48
Oil & Gas 8.85 8.98 4.33
Cement 8.63 13.08 9.25
Banking/Finance 8.33 20.42 11.39
Media 4.91 5.13 1.70

View All Sectors

Asset Allocation (%)(Apr 29, 16)

Equity 89.45
Others 2.87
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 7.68

View All

Concentration

Holdings (%)
Top 5 22.80
Top 10 41.70
Sector (%)
Top 3 46.96

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