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Sahara Power & Natural Resources Fund (G)

PLAN: Regular OPTIONS: Growth
16.952 0.07 (0.40%)

NAV as on 09 Dec, 2016

CRISIL MF RANK

Not Ranked

Riskometer

HIGH

HIGH

  • Principal at high risk.
FUND FAMILY : Sahara Mutual Fund FUND CLASS : Thematic - Infrastructure
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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

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 09 Dec, 2016)

Period Returns (%) Rank #
1 mth 0.1 14
3 mth -0.7 9
6 mth 13.3 12
1 year 23.3 7
2 year 6.8 22
3 year 14.1 54
5 year 10.1 21

# Moneycontrol Rank within 64 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -3.4 - - - -
2015 -2.3 -0.5 -7.7 3.4 -4.6
2014 7.4 31.6 -8.9 2.7 31.7
2013 -14.4 -5.0 -2.5 20.5 -2.9
2012 19.9 -5.4 4.4 -1.3 21.3
2011 -10.7 -1.9 -8.7 -14.7 -31.3

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 (Thematic - Infrastructure)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.1 -0.7 13.3 23.3 6.8 14.1 10.1
Category avg -1.2 -3.2 7.7 11.2 3.7 16.7 9.5
Difference of Fund returns and Category returns 1.3 2.5 5.6 12.1 3.1 -2.6 0.6
Best of category 2.7 9.1 34.9 51.8 19.0 31.8 25.6
Worst of category -4.4 -9.1 1.9 -0.9 -7.7 5.3 0.9
Benchmark returns # -2.0 -6.8 0.7 8.5 -0.5 9.1 11.2
Difference of Fund returns and Benchmark returns 2.1 6.1 12.6 14.8 7.3 5.0 -1.1
# Benchmark Index: NIFTY 50

Investment Info

Investment Objective

The investment objective is to generate long term capital appreciation through investment in equities and equity related securities of companies engaged in the business of generation, transmission, distribution of Power or in those companies that are engaged directly or indirectly in any activity associated in the power sector or principally engaged in discovery, development, production, processing or distribution of natural resources.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date May 27, 2008
Benchmark NIFTY 50
Asset Size (Rs cr) 1.67 (Sep-30-2016)
Minimum Investment Rs.5000
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

Thematic - Infrastructure Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Diver. Power - RP (G) Rank 4
1,580.52 -2.7 6.9 8.5 16.0 9.2
Reliance Diver. Power -Direct (G) Not Ranked
27.98 -2.5 7.2 9.3 16.7 --
DSP-BR India TIGER - RP (G) Rank 3
1,283.57 -4.9 9.1 11.0 20.0 15.0
DSP-BR India TIGER - Direct (G) Not Ranked
138.46 -4.8 9.4 11.6 20.7 --
UTI Infrastructure Fund (G) Rank 4
1,509.03 -6.9 6.9 9.7 16.3 11.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 16)

Equity Sector Value
(Rs cr)
Asset %
IGL Oil & Gas 0.09 5.50
ITD Cementation Cement 0.08 5.22
Finolex Cables Telecom 0.08 4.96
Mold-Tek Pack Manufacturing 0.08 4.93
HPCL Oil & Gas 0.08 4.80
Reliance Oil & Gas 0.08 4.70
BEML Engineering 0.08 4.68
Power Grid Corp Utilities 0.07 4.62
UltraTechCement Cement 0.07 4.45
Bharat Elec Manufacturing 0.07 4.44

Full Portfolio

Sector Allocation (Nov 30, 16)

Sector %

1-Year

HighLow

Oil & Gas 23.02 20.87 20.26
Engineering 18.02 15.66 14.31
Manufacturing 11.89 11.89 8.98
Cement 9.67 10.23 8.77
Telecom 8.99 7.86 6.58
Metals & Mining 7.01 5.77 5.13

View All Sectors

Asset Allocation (%)(Nov 30, 16)

Equity 96.21
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.81

View All

Concentration

Holdings (%)
Top 5 25.41
Top 10 48.30
Sector (%)
Top 3 52.93

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