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Sahara Wealth Plus Fund - Fixed Pricing Option - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
32.936 0.5 (1.51%)

NAV as on 25 Sep, 2017

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 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 25 Sep, 2017)

Period Returns (%) Rank #
1 mth 0.3 140
3 mth 0.6 113
6 mth 7.6 127
1 year 12.1 113
2 year 14.9 92
3 year 10.7 102
5 year - -

# Moneycontrol Rank within 149 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 14.3 3.8 - - -
2016 -4.4 6.5 5.7 -6.7 3.2
2015 2.9 -1.9 -7.4 5.4 0.9
2014 4.9 20.0 8.2 4.6 42.4
2013 -35.9 3.8 -0.7 16.4 -21.5

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 (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.3 0.6 7.6 12.1 14.9 10.7 --
Category avg 3.9 2.7 13.0 16.4 15.9 11.6 12.7
Difference of Fund returns and Category returns -3.6 -2.1 -5.4 -4.3 -1.0 -0.9 --
Best of category 5.8 14.0 23.6 37.2 30.7 29.3 30.6
Worst of category -0.8 -4.0 4.9 6.6 7.9 10.4 15.7
Benchmark returns # -0.4 4.3 9.8 15.5 15.1 10.8 14.1
Difference of Fund returns and Benchmark returns 0.7 -3.7 -2.2 -3.4 -0.2 -0.1 --
# Benchmark Index: NIFTY 500

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark NIFTY 500
Asset Size (Rs cr) 0.02 (Jun-30-2017)
Minimum Investment Rs.1000
Last Dividend Rs.2.50 (Mar-07-2013) 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 Opport.- Direct (G) Rank 3
1,996.37 2.9 10.2 17.5 20.7 --
HDFC MidCap Opportunities (G) Rank 3
14,625.43 2.7 9.7 16.4 19.5 25.0
Franklin (I) Smaller Co -Direct (G) Rank 3
1,061.96 3.2 12.4 18.3 22.3 --
Franklin (I) Smaller Cos (G) Rank 3
4,579.29 2.8 11.7 16.8 20.6 29.6
Franklin (I) Prima - Direct (G) Rank 3
610.72 2.6 8.4 15.9 20.2 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Kansai Nerolac Chemicals 0.53 4.76
Motherson Sumi Automotive 0.44 3.93
KPR Mill Manufacturing 0.43 3.84
Mold-Tek Pack Manufacturing 0.43 3.82
Kotak Mahindra Banking/Finance 0.42 3.75
Britannia Food & Beverage 0.39 3.52
BEML Engineering 0.39 3.48
PTC India Fin Banking/Finance 0.37 3.34
Bajaj Auto Automotive 0.37 3.27
Coromandel Int Chemicals 0.36 3.22

Full Portfolio

Sector Allocation (Jul 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 19.77 0.00 0.00
Manufacturing 15.60 0.00 0.00
Automotive 13.46 0.00 0.00
Engineering 12.04 0.00 0.00
Chemicals 10.44 0.00 0.00
Pharmaceuticals 6.06 0.00 0.00

View All Sectors

Asset Allocation (%)(Jul 31, 17)

Equity 96.86
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.11

View All

Concentration

Holdings (%)
Top 5 20.10
Top 10 36.93
Sector (%)
Top 3 48.83

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