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Sahara Midcap Fund (Bonus)

PLAN: Regular OPTIONS: Bonus
56.723 0.33 (0.58%)

NAV as on 31 Jul, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
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 2015) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 31 Jul, 2015)

Period Returns (%) Rank #
1 mth 6.4 -
3 mth 6.8 -
6 mth 3.1 -
1 year 19.7 -
2 year 45.2 -
3 year 25.9 -
5 year 12.8 -

# Moneycontrol Rank within 121 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 -1.5 -4.1 - - -
2014 6.1 36.5 6.7 1.6 -
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
2010 0.9 7.3 13.3 -3.5 21.3

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 6.4 6.8 3.1 19.7 45.2 25.9 12.8
Category avg 5.2 7.4 6.3 35.8 38.9 23.4 11.4
Difference of Fund returns and Category returns 1.2 -0.6 -3.2 -16.1 6.3 2.5 1.4
Best of category 9.2 13.2 15.8 62.9 74.9 42.1 25.3
Worst of category 1.8 3.2 -2.6 3.4 33.4 17.0 7.4
Benchmark returns # 5.5 8.2 3.9 26.7 41.3 24.2 10.1
Difference of Fund returns and Benchmark returns 0.9 -1.4 -0.8 -7.0 3.9 1.7 2.7
# Benchmark Index: CNX Midcap

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 CNX Midcap
Asset Size (Rs cr) 4.28 (Jun-30-2015)
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 Opportunities (G) Rank 3
9,235.00 6.2 4.7 35.1 33.3 21.4
IDFC Premier Equity - Regular (G) Rank 4
6,451.44 5.5 7.9 37.1 32.1 18.7
Sundaram Select Midcap -RP (G) Rank 4
2,840.48 9.5 7.4 41.5 35.1 19.3
UTI Mid Cap (G) Rank 2
2,798.06 6.7 6.2 42.2 39.7 20.8
Reliance Mid & Small Cap Fund (G) Rank 3
2,235.97 5.8 3.8 33.9 32.9 17.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 15)

Equity Sector Value
(Rs cr)
Asset %
HPCL Oil & Gas 0.16 3.73
AB Nuvo Conglomerates 0.16 3.65
ABB Engineering 0.14 3.39
Ashoka Buildcon Cement 0.14 3.26
ALSTOM India Engineering 0.14 3.24
Colgate Cons NonDurable 0.13 3.13
Bharat Elec Manufacturing 0.13 3.10
City Union Bank Banking/Finance 0.13 3.10
Exide Ind Automotive 0.12 2.88
ITD Cementation Cement 0.12 2.75

Full Portfolio

Sector Allocation (Jun 30, 15)

Sector %

1-Year

HighLow

Banking/Finance 19.12 20.42 7.34
Engineering 11.99 11.99 5.90
Cement 9.98 13.08 5.35
Manufacturing 9.92 12.81 5.56
Conglomerates 7.89 10.28 6.99
Automotive 6.32 12.92 6.32

View All Sectors

Asset Allocation (%)(Jun 30, 15)

Equity 97.32
Others 1.18
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.51

View All

Concentration

Holdings (%)
Top 5 17.27
Top 10 32.23
Sector (%)
Top 3 41.09

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