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Sahara Tax Gain (G)

PLAN: Regular OPTIONS: Growth
65.558 0.21 (0.31%)

NAV as on 23 Sep, 2016

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

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

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Jun 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 23 Sep, 2016)

Period Returns (%) Rank #
1 mth 3.6 37
3 mth 10.6 55
6 mth 16.1 81
1 year 15.8 44
2 year 3.8 84
3 year 21.2 67
5 year 13.7 41

# Moneycontrol Rank within 106 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -5.8 - - - -
2015 -3.9 0.4 -6.9 5.4 -3.2
2014 5.8 31.3 -0.3 2.2 41.0
2013 -12.5 0.3 -0.8 17.8 4.9
2012 18.1 -1.3 7.1 3.0 32.5
2011 -8.3 0.3 -8.5 -8.7 -23.3

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 (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 3.6 10.6 16.1 15.8 3.8 21.2 13.7
Category avg 3.2 10.6 19.2 15.0 10.2 20.3 12.4
Difference of Fund returns and Category returns 0.4 0.0 -3.1 0.8 -6.4 0.9 1.3
Best of category 5.7 16.7 31.8 34.4 23.1 36.7 22.7
Worst of category -0.5 -7.3 -7.3 -10.8 3.8 8.2 9.1
Benchmark returns # 2.7 9.0 17.1 14.8 7.8 17.7 13.5
Difference of Fund returns and Benchmark returns 0.9 1.6 -1.0 1.0 -4.0 3.5 0.2
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

Aims to mobilise savings from a wide cross section of people and to provide them attractive returns, security and liquidity through investments in capital and money markets.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Apr 01, 1997
Benchmark S&P BSE 200
Asset Size (Rs cr) 7.31 (Jun-30-2016)
Minimum Investment Rs.500
Last Dividend N.A. View Dividend History
Bonus 7 : 1 ()
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 0.00%
Load Comments The scheme was launch on 1st April 1997 has close-ended and was open ended from November 7th 2002

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

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Axis Long Term Equity Fund (G) Rank 2
8,118.15 7.7 15.0 10.0 31.0 22.7
Axis Long Term Equity - Direct (G) Not Ranked
413.98 8.0 15.6 11.2 32.6 --
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
242.31 12.3 20.2 20.0 35.3 --
Reliance Tax Saver (ELSS) (G) Rank 3
4,659.48 12.0 19.7 19.1 34.4 21.1
HDFC Tax Saver - Direct (G) Not Ranked
237.73 11.0 20.8 14.1 24.7 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 31, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 0.52 6.13
UltraTechCement Cement 0.44 5.26
Infosys Technology 0.41 4.92
Bank of Baroda Banking/Finance 0.37 4.45
Bharat Elec Manufacturing 0.37 4.35
M&M Automotive 0.36 4.27
Hero Motocorp Automotive 0.35 4.21
Gujarat Gas Oil & Gas 0.33 3.94
IndusInd Bank Banking/Finance 0.33 3.87
Bajaj Finserv Banking/Finance 0.31 3.67

Full Portfolio

Sector Allocation (Aug 31, 16)

Sector %

1-Year

HighLow

Banking/Finance 29.03 30.63 27.21
Automotive 11.12 7.89 7.26
Oil & Gas 9.54 12.15 11.61
Technology 8.74 8.38 5.75
Manufacturing 6.25 6.72 5.99
Engineering 5.87 9.01 5.42

View All Sectors

Asset Allocation (%)(Aug 31, 16)

Equity 91.46
Others 0.51
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 8.05

View All

Concentration

Holdings (%)
Top 5 25.11
Top 10 45.07
Sector (%)
Top 3 49.69

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