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You are here : Moneycontrol > Mutual Funds > Small & Mid Cap > Sahara Mutual Fund > Sahara Star Value Fund - Direct Plan (G)

Sahara Star Value Fund - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
29.394 0.2 (0.70%)

NAV as on 19 Jan, 2018

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 Sep 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 19 Jan, 2018)

Period Returns (%) Rank #
1 mth 3.4 62
3 mth 8.3 108
6 mth 10.0 130
1 year 29.6 127
2 year 30.3 72
3 year 14.1 93
5 year 19.5 71

# Moneycontrol Rank within 157 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 19.4 2.3 -0.5 12.9 39.0
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 3.4 8.3 10.0 29.6 30.3 14.1 19.5
Category avg 3.3 9.9 14.9 33.9 26.2 12.4 12.4
Difference of Fund returns and Category returns 0.1 -1.6 -4.9 -4.3 4.1 1.7 7.1
Best of category 5.6 23.2 39.0 72.0 44.8 30.0 36.7
Worst of category -1.4 1.1 4.3 20.8 10.3 9.9 16.0
Benchmark returns # 4.4 8.1 11.3 32.9 23.7 10.7 14.0
Difference of Fund returns and Benchmark returns -1.0 0.2 -1.3 -3.3 6.6 3.4 5.5
# 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) 0.06 (Dec-31-2017)
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 Opportunities (G) Rank 3
17,064.28 9.7 12.3 34.5 17.7 26.0
DSP-BR Micro Cap Fund - RP (G) Rank 3
5,357.24 15.0 15.8 37.0 23.5 32.5
DSP-BR Micro Cap Fund - Direct (G) Rank 3
951.11 15.1 16.0 37.6 24.3 33.3
Sundaram Select Midcap -RP (G) Rank 3
5,587.07 8.6 12.8 32.6 18.6 25.8
Sundaram Select Midcap -IP (D) Not Ranked
0.22 8.8 13.3 33.6 19.2 26.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 17)

Equity Sector Value
(Rs cr)
Asset %
BEML Engineering 0.05 8.45
SRF Manufacturing 0.03 5.00
Atul Chemicals 0.03 4.50
Techno Electric Engineering 0.02 3.99
KPR Mill Manufacturing 0.02 3.87
Mold-Tek Pack Manufacturing 0.02 3.82
Kalpataru Power Engineering 0.02 3.82
JK Lakshmi Cem Cement 0.02 3.73
NALCO Metals & Mining 0.02 3.53
Exide Ind Automotive 0.02 3.42

Full Portfolio

Sector Allocation (Nov 30, 17)

Sector %

1-Year

HighLow

Engineering 23.55 18.06 18.06
Manufacturing 18.96 15.85 15.85
Banking/Finance 11.77 4.22 4.22
Chemicals 11.07 17.42 17.42
Automotive 5.67 3.02 3.02
Cement 3.73 3.11 3.11

View All Sectors

Asset Allocation (%)(Nov 30, 17)

Equity 92.45
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 7.53

View All

Concentration

Holdings (%)
Top 5 25.81
Top 10 44.13
Sector (%)
Top 3 54.28

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