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Sahara Star Value Fund (G)

PLAN: Regular OPTIONS: Growth
20.078 0.16 (0.80%)

NAV as on 28 Jul, 2016

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 Mar 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 28 Jul, 2016)

Period Returns (%) Rank #
1 mth 5.1 104
3 mth 14.2 46
6 mth 20.5 21
1 year 16.7 7
2 year 8.5 107
3 year 30.2 60
5 year 10.9 41

# Moneycontrol Rank within 137 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -9.6 - - - -
2015 -7.5 -3.6 1.7 8.3 1.9
2014 8.3 45.8 -1.8 -0.3 56.4
2013 -19.4 -5.9 -6.8 28.0 -5.0
2012 19.2 -3.1 5.9 -2.9 25.0
2011 -14.1 5.3 -9.1 -11.5 -26.5

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 5.1 14.2 20.5 16.7 8.5 30.2 10.9
Category avg 5.8 12.7 16.7 7.2 16.2 20.3 11.0
Difference of Fund returns and Category returns -0.7 1.5 3.8 9.5 -7.7 9.9 -0.1
Best of category 10.0 20.5 27.4 18.4 36.5 51.0 26.4
Worst of category -6.5 -0.4 -8.6 -3.8 7.9 18.6 10.9
Benchmark returns # 7.3 11.3 17.8 5.5 8.4 17.0 10.3
Difference of Fund returns and Benchmark returns -2.2 2.9 2.7 11.2 0.1 13.2 0.6
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

The investment objective would be to provide long term capital appreciation by investing predominantly in equity / equity related instruments of select companies based on value parameters.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Aug 28, 2009
Benchmark S&P BSE 200
Asset Size (Rs cr) 0.77 (Jun-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

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opportunities (G) Rank 3
9,771.58 14.3 19.5 11.4 36.4 20.9
IDFC Premier Equity - Regular (G) Rank 4
5,493.71 11.0 14.9 4.7 29.0 18.7
Franklin India Prima Fund (G) Rank 2
3,604.21 12.6 19.2 11.7 35.5 22.8
Sundaram Select Midcap -RP (G) Rank 3
3,343.68 13.8 18.9 9.8 37.0 19.7
UTI Mid Cap (G) Rank 3
3,086.82 11.6 16.9 6.6 40.4 21.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 16)

Equity Sector Value
(Rs cr)
Asset %
Mold-Tek Pack Manufacturing 0.04 5.89
Techno Electric Engineering 0.04 5.60
Gujarat Gas Oil & Gas 0.04 5.49
Atul Chemicals 0.04 5.27
KPR Mill Manufacturing 0.04 4.97
JK Lakshmi Cem Cement 0.03 4.32
Kalpataru Power Engineering 0.03 3.94
Nagarjuna Fert Chemicals 0.03 3.59
Sterlite Techno Telecom 0.03 3.52
Supreme Ind Manufacturing 0.03 3.39

Full Portfolio

Sector Allocation (Jun 30, 16)

Sector %

1-Year

HighLow

Manufacturing 16.98 18.88 5.21
Engineering 16.58 23.59 15.79
Chemicals 16.49 16.05 8.22
Oil & Gas 5.49 5.87 3.22
Pharmaceuticals 5.45 9.59 3.19
Cement 4.32 9.09 3.97

View All Sectors

Asset Allocation (%)(Jun 30, 16)

Equity 86.10
Others 0.90
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 12.99

View All

Concentration

Holdings (%)
Top 5 27.22
Top 10 45.98
Sector (%)
Top 3 50.05

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