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Sahara Super 20 Fund (G)

PLAN: Regular OPTIONS: Growth
19.658 0.07 (0.38%)

NAV as on 18 Aug, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Sahara Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Jun 2017) 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 18 Aug, 2017)

Period Returns (%) Rank #
1 mth 0.9 33
3 mth 4.3 60
6 mth 11.5 88
1 year 12.9 100
2 year 6.8 112
3 year 7.4 124
5 year 11.6 64

# Moneycontrol Rank within 137 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 12.7 -0.1 - - -
2016 -2.5 7.2 5.6 -7.8 3.7
2015 -1.0 -0.2 -3.0 -2.6 -3.9
2014 4.6 15.9 0.9 4.0 27.3
2013 -9.7 0.8 -0.9 11.3 2.7
2012 13.5 -2.6 7.0 2.7 23.7

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 (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.9 4.3 11.5 12.9 6.8 7.4 11.6
Category avg 0.3 4.0 11.3 13.8 8.6 11.1 14.2
Difference of Fund returns and Category returns 0.6 0.3 0.2 -0.9 -1.8 -3.7 -2.6
Best of category 4.0 11.3 25.5 32.2 20.1 20.8 28.5
Worst of category -1.7 -7.7 -7.6 -16.7 3.7 4.6 4.4
Benchmark returns # 0.1 4.3 10.8 13.4 7.8 7.7 12.7
Difference of Fund returns and Benchmark returns 0.8 0.0 0.7 -0.5 -1.0 -0.3 -1.1
# Benchmark Index: NIFTY 50

Investment Info

Investment Objective

The investment objective of the scheme would be to provide long term capital appreciation by investing in predominantly equity and equity related securities of around 20 companies selected out of the top 100 largest market capitalization companies, at the point of investment.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jul 23, 2009
Benchmark NIFTY 50
Asset Size (Rs cr) 0.45 (Mar-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

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
SBI Blue Chip Fund - Direct (G) Rank 1
2,813.95 5.1 12.8 14.5 16.8 --
SBI Blue Chip Fund (G) Rank 1
8,582.51 4.8 12.2 13.3 15.6 20.0
Kotak Select Focus Fund - Regular (G) Rank 1
6,335.80 4.2 14.3 21.4 18.9 22.0
HDFC Top 200 Fund (G) Rank 3
11,923.52 2.4 10.8 17.7 10.2 16.6
ICICI Pru Focused Bluechip Eqty (G) Rank 3
10,220.49 5.7 11.9 17.2 12.8 17.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 17)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 0.05 10.44
BPCL Oil & Gas 0.04 7.75
IndusInd Bank Banking/Finance 0.03 7.22
Bajaj Finserv Banking/Finance 0.03 5.74
ICICI Bank Banking/Finance 0.03 5.39
Reliance Oil & Gas 0.02 4.89
UltraTechCement Cement 0.02 4.66
Bharat Elec Manufacturing 0.02 4.11
Britannia Food & Beverage 0.02 4.10
Motherson Sumi Automotive 0.02 4.08

Full Portfolio

Sector Allocation (Jul 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 34.70 0.00 0.00
Oil & Gas 12.64 0.00 0.00
Automotive 11.22 0.00 0.00
Technology 6.30 0.00 0.00
Engineering 5.72 0.00 0.00
Cement 4.66 0.00 0.00

View All Sectors

Asset Allocation (%)(Jul 31, 17)

Equity 94.40
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.59

View All

Concentration

Holdings (%)
Top 5 36.54
Top 10 58.38
Sector (%)
Top 3 58.56

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