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Sahara Power & Natural Resources Fund (G)

PLAN: Regular OPTIONS: Growth
15.253 0.28 (1.78%)

NAV as on 27 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 : Thematic - Infrastructure
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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

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 27 Jul, 2015)

Period Returns (%) Rank #
1 mth 3.8 26
3 mth 4.8 26
6 mth -2.4 41
1 year 1.8 56
2 year 27.4 56
3 year 12.3 28
5 year 2.4 23

# Moneycontrol Rank within 59 Thematic - Infrastructure Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 -2.3 -0.5 - - -
2014 7.4 31.6 -8.9 2.7 -
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
2010 -2.8 2.6 11.9 -7.2 6.5

View where it stands within its peers

* Returns over 1 year are Annualised

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 3.8 4.8 -2.4 1.8 27.4 12.3 2.4
Category avg 3.4 3.7 -0.9 15.6 36.1 16.8 4.5
Difference of Fund returns and Category returns 0.4 1.1 -1.5 -13.8 -8.7 -4.5 -2.1
Best of category 8.0 9.3 6.5 42.4 55.1 37.3 19.1
Worst of category -0.1 -1.0 -6.4 0.4 21.7 11.6 -4.7
Benchmark returns # 0.5 1.8 -6.2 7.9 19.7 17.9 9.0
Difference of Fund returns and Benchmark returns 3.3 3.0 3.8 -6.1 7.7 -5.6 -6.6
# Benchmark Index: CNX NIFTY

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 CNX NIFTY
Asset Size (Rs cr) 2.18 (Jun-30-2015)
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 5
1,886.42 5.5 -2.2 4.3 13.9 -1.3
HDFC Infrastructure Fund (G) Rank 3
1,796.34 -1.0 -6.4 12.6 19.1 5.9
ICICI Pru Infrastructure (G) Rank 4
1,710.99 3.3 -3.1 15.6 19.8 7.1
DSP-BR India TIGER - RP (G) Rank 3
1,469.89 4.5 -0.7 21.5 22.2 8.4
UTI Infrastructure Fund (G) Rank 4
1,538.85 3.1 -3.9 16.9 18.5 4.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Equity Sector Value
(Rs cr)
Asset %
Voltas Conglomerates 0.12 4.79
Tata Chemicals Chemicals 0.12 4.75
Coal India Metals & Mining 0.12 4.69
Power Grid Corp Utilities 0.11 4.59
ALSTOM India Engineering 0.10 4.09
Crompton Greave Engineering 0.10 4.03
Torrent Power Utilities 0.10 3.89
Adani Ports Engineering 0.10 3.88
Siemens Engineering 0.10 3.83
PTC India Services 0.09 3.58

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

Engineering 30.82 30.82 16.30
Utilities 15.57 19.06 13.44
Oil & Gas 13.05 16.20 12.58
Chemicals 7.02 10.46 7.02
Cement 5.80 5.80 3.15
Conglomerates 4.79 6.39 4.34

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 93.73
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.26

View All

Concentration

Holdings (%)
Top 5 22.91
Top 10 42.12
Sector (%)
Top 3 59.44

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