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Sahara Star Value Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
13.646 0.27 (1.93%)

NAV as on 20 Apr, 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 2014) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 20 Apr, 2015)

Period Returns (%) Rank #
1 mth 3.5 18
3 mth -6.4 118
6 mth -2.2 116
1 year 38.9 97
2 year 35.3 78
3 year - -
5 year - -

# Moneycontrol Rank within 122 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 -7.6 - - - -
2014 8.6 46.6 -16.2 -0.4 -
2013 -21.6 -5.8 -6.8 28.1 -7.4

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 3.5 -6.4 -2.2 38.9 35.3 -- --
Category avg 1.5 1.0 18.2 55.8 32.3 21.8 11.5
Difference of Fund returns and Category returns 2.0 -7.4 -20.4 -16.9 3.0 -- --
Best of category 7.5 10.7 43.4 108.3 64.5 40.8 26.3
Worst of category -1.6 -6.4 -2.2 29.3 29.0 15.3 8.0
Benchmark returns # -1.2 -1.7 9.7 28.9 22.5 17.8 9.8
Difference of Fund returns and Benchmark returns 4.7 -4.7 -11.9 10.0 12.8 -- --
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 0.38 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend Rs.2.50 (Sep-01-2014) 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 4
8,957.92 0.2 17.9 58.1 31.4 22.2
ICICI Pru Value Discovery Fund (G) Rank 4
8,224.72 1.3 15.5 58.8 32.5 20.8
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
IDFC Premier Equity - Regular (G) Rank 5
6,465.61 4.2 21.0 56.6 30.0 20.3
UTI Mid Cap (G) Rank 2
2,479.20 2.6 17.7 71.3 36.9 21.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
Crompton Greave Engineering 0.11 5.33
Techno Electric Engineering 0.10 4.90
Syndicate Bank Banking/Finance 0.10 4.79
UCO Bank Banking/Finance 0.09 4.68
Mastek Technology 0.09 4.64
Kesoram Conglomerates 0.09 4.62
ITD Cementation Cement 0.09 4.58
Atul Chemicals 0.09 4.52
Exide Ind Automotive 0.09 4.51
Kalpataru Power Engineering 0.09 4.50

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Engineering 21.78 25.07 7.32
Banking/Finance 17.84 20.45 3.87
Cement 11.58 11.68 2.63
Automotive 7.55 18.83 3.59
Utilities 7.22 7.43 3.14
Technology 4.64 4.78 3.41

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 86.66
Others 1.61
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 11.74

View All

Concentration

Holdings (%)
Top 5 24.34
Top 10 47.07
Sector (%)
Top 3 51.20

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