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Sahara Tax Gain (G)

PLAN: Regular OPTIONS: Growth
60.691 0.54 (0.89%)

NAV as on 02 Dec, 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

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 02 Dec, 2016)

Period Returns (%) Rank #
1 mth -5.0 10
3 mth -6.7 43
6 mth 4.0 44
1 year 1.0 83
2 year -1.0 82
3 year 13.9 75
5 year 12.3 41

# Moneycontrol Rank within 105 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 -5.0 -6.7 4.0 1.0 -1.0 13.9 12.3
Category avg -6.7 -6.8 3.5 5.1 3.2 15.2 11.4
Difference of Fund returns and Category returns 1.7 0.1 0.5 -4.1 -4.2 -1.3 0.9
Best of category 2.8 -1.8 11.2 18.0 17.2 29.1 21.0
Worst of category -9.4 -10.4 -7.3 -10.8 -4.0 5.0 6.5
Benchmark returns # -5.7 -7.5 0.9 3.6 -0.1 12.1 11.4
Difference of Fund returns and Benchmark returns 0.7 0.8 3.1 -2.6 -0.9 1.8 0.9
# 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) 7.46 (Sep-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
9,518.03 -8.2 -1.4 2.1 22.1 20.8
Axis Long Term Equity - Direct (G) Not Ranked
505.95 -8.0 -0.8 3.3 23.6 --
Reliance Tax Saver (ELSS) (G) Rank 3
5,324.76 -5.4 6.7 5.2 25.8 21.0
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
286.90 -5.2 7.1 6.0 26.8 --
HDFC Tax Saver (G) Rank 5
4,916.70 -2.4 9.6 6.6 17.8 14.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 28, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 0.50 6.11
Infosys Technology 0.40 4.84
Reliance Oil & Gas 0.39 4.73
Bank of Baroda Banking/Finance 0.36 4.36
Bajaj Finserv Banking/Finance 0.35 4.27
Bharat Elec Manufacturing 0.35 4.26
IndusInd Bank Banking/Finance 0.33 4.00
M&M Automotive 0.33 3.98
Adani Ports Engineering 0.31 3.72
Kotak Mahindra Banking/Finance 0.30 3.68

Full Portfolio

Sector Allocation (Oct 28, 16)

Sector %

1-Year

HighLow

Banking/Finance 29.61 30.63 27.21
Oil & Gas 11.73 12.15 11.61
Technology 8.54 8.38 5.75
Engineering 7.90 9.01 5.42
Automotive 6.83 7.89 7.26
Cement 6.45 4.37 4.04

View All Sectors

Asset Allocation (%)(Oct 28, 16)

Equity 94.53
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 5.48

View All

Concentration

Holdings (%)
Top 5 24.31
Top 10 43.95
Sector (%)
Top 3 49.88

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