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Sahara Star Value Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
24.416 0.13 (0.54%)

NAV as on 24 Mar, 2017

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 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 24 Mar, 2017)

Period Returns (%) Rank #
1 mth 5.0 2
3 mth 17.3 51
6 mth 10.2 12
1 year 34.3 44
2 year 16.8 28
3 year 26.3 75
5 year - -

# Moneycontrol Rank within 145 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -9.7 13.5 4.4 -5.1 4.5
2015 -7.6 -3.8 1.4 8.1 1.1
2014 8.5 57.0 -1.8 -0.4 68.6
2013 -22.0 -5.7 -6.8 28.2 -7.7

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 5.0 17.3 10.2 34.3 16.8 26.3 --
Category avg 2.3 14.1 4.4 26.7 10.4 19.5 12.9
Difference of Fund returns and Category returns 2.7 3.2 5.8 7.6 6.4 6.8 --
Best of category 5.1 21.7 17.2 47.2 36.5 43.1 30.4
Worst of category -11.3 -1.5 -8.6 1.0 2.9 17.6 15.3
Benchmark returns # 1.9 14.4 4.7 22.9 6.4 14.2 13.0
Difference of Fund returns and Benchmark returns 3.1 2.9 5.5 11.4 10.4 12.1 --
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 0.09 (Dec-31-2016)
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

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opport.- Direct (G) Rank 2
1,377.61 16.6 6.6 36.3 31.6 --
HDFC MidCap Opportunities (G) Rank 2
11,638.66 16.4 6.1 35.0 30.4 24.4
IDFC Premier Equity - Direct (G) Rank 5
516.10 15.8 3.5 19.1 21.8 --
IDFC Premier Equity - B (G) Rank 5
15.76 8.6 1.4 20.4 23.5 18.4
IDFC Premier Equity - Regular (G) Rank 5
5,311.73 15.6 3.1 18.2 20.9 19.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Equity Sector Value
(Rs cr)
Asset %
BEML Engineering 0.05 8.20
Techno Electric Engineering 0.04 5.68
Mold-Tek Pack Manufacturing 0.03 5.22
Atul Chemicals 0.03 5.08
KPR Mill Manufacturing 0.03 4.83
Gujarat Gas Oil & Gas 0.03 4.45
SRF Manufacturing 0.03 3.99
Navin Fluorine Chemicals 0.03 3.97
Nagarjuna Fert Chemicals 0.02 3.76
Kalpataru Power Engineering 0.02 3.71

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

Engineering 19.74 16.80 16.54
Chemicals 17.28 16.05 15.15
Manufacturing 16.40 18.88 18.23
Pharmaceuticals 7.42 9.59 5.94
Metals & Mining 4.85 1.74 1.65
Oil & Gas 4.45 5.86 5.36

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 96.22
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.79

View All

Concentration

Holdings (%)
Top 5 29.01
Top 10 48.89
Sector (%)
Top 3 53.42

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