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Sahara Wealth Plus Fund - Fixed Pricing Option (G)

PLAN: Regular OPTIONS: Growth
35.849 0.48 (1.32%)

NAV as on 28 Apr, 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 Dec 2015) 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 28 Apr, 2016)

Period Returns (%) Rank #
1 mth 3.6 134
3 mth 4.0 64
6 mth -0.6 45
1 year -1.5 112
2 year 15.0 102
3 year 18.9 81
5 year 11.2 40

# Moneycontrol Rank within 141 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -4.5 - - - -
2015 2.9 -1.9 -7.5 5.4 0.7
2014 4.9 19.9 8.1 4.6 42.1
2013 -9.7 3.7 -0.7 16.4 10.5
2012 12.5 -2.2 11.1 3.6 30.5
2011 -10.6 1.9 -8.9 -7.9 -23.8

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 3.6 4.0 -0.6 -1.5 15.0 18.9 11.2
Category avg 5.7 3.4 -2.0 2.3 20.8 16.3 9.9
Difference of Fund returns and Category returns -2.1 0.6 1.4 -3.8 -5.8 2.6 1.3
Best of category 8.8 8.6 3.9 13.1 44.5 41.8 22.9
Worst of category -6.5 -1.2 -8.6 -6.0 14.7 13.5 8.6
Benchmark returns # 3.9 5.7 -3.6 -3.1 11.2 12.5 7.2
Difference of Fund returns and Benchmark returns -0.3 -1.7 3.0 1.6 3.8 6.4 4.0
# Benchmark Index: NIFTY 500

Investment Info

Investment Objective

To invest in equity and equity related instruments of companies that would be wealth builders in the long term.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jul 22, 2005
Benchmark NIFTY 500
Asset Size (Rs cr) 1.43 (Dec-31-2015)
Minimum Investment Rs.1000
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
9,733.96 4.5 -1.0 3.1 28.4 18.9
IDFC Premier Equity - Regular (G) Rank 4
5,783.23 3.4 -1.8 -1.3 23.4 16.7
Franklin India Prima Fund (G) Rank 3
3,562.74 5.8 1.2 4.7 29.5 19.9
UTI Mid Cap (G) Rank 2
3,203.82 4.7 -2.5 1.9 33.9 19.7
Sundaram Select Midcap -IP (D) Not Ranked
0.17 4.3 -1.3 5.8 29.8 18.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Mar 30, 16)

Equity Sector Value
(Rs cr)
Asset %
Kansai Nerolac Chemicals 0.07 5.55
Gujarat Gas Oil & Gas 0.07 5.26
TVS Motor Automotive 0.07 5.18
Mold-Tek Pack Manufacturing 0.06 4.95
Sun Pharma Pharmaceuticals 0.06 4.82
Hero Motocorp Automotive 0.06 4.72
KPR Mill Manufacturing 0.06 4.23
Torrent Pharma Pharmaceuticals 0.05 4.01
Adani Ports Engineering 0.05 3.97
Techno Electric Engineering 0.05 3.49

Full Portfolio

Sector Allocation (Mar 30, 16)

Sector %

1-Year

HighLow

Automotive 18.06 23.32 16.97
Pharmaceuticals 14.45 15.13 3.55
Manufacturing 13.82 13.08 5.04
Banking/Finance 13.42 18.85 11.32
Technology 9.73 9.59 3.78
Chemicals 9.08 10.35 1.69

View All Sectors

Asset Allocation (%)(Mar 30, 16)

Equity 96.39
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.61

View All

Concentration

Holdings (%)
Top 5 25.76
Top 10 46.18
Sector (%)
Top 3 46.33

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