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SET SMS ALERT Fund Family Sahara Mutual Fund
Fund Class Diversified Equity
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 4.1 | 4 |
| 3 mth | 2.7 | 8 |
| 6 mth | 1.3 | 40 |
| 1 year | 17.6 | 39 |
| 2 year | 4.8 | 30 |
| 3 year | 6.7 | 21 |
| 5 year | 6.3 | 33 |
# Moneycontrol Rank within 89 Diversified Equity Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -9.7 | - | - | - | - |
| 2012 | 12.5 | -2.2 | 11.1 | 3.6 | 30.5 |
| 2011 | -10.6 | 1.9 | -8.9 | -7.9 | -23.8 |
| 2010 | -1.0 | 10.1 | 13.5 | -0.8 | 24.3 |
| 2009 | -4.7 | 37.9 | 16.9 | 4.5 | 62.4 |
| 2008 | -24.2 | -16.1 | 1.2 | -18.2 | -49.0 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Diversified Equity)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 4.1 | 2.7 | 1.3 | 17.6 | 4.8 | 6.7 | 6.3 |
| Category avg | 0.1 | -0.8 | 0.5 | 15.2 | 3.2 | 4.2 | 4.1 |
| Difference of Fund returns and Category returns | 4.0 | 3.5 | 0.8 | 2.4 | 1.6 | 2.5 | 2.2 |
| Best of category | 6.8 | 6.2 | 8.1 | 31.1 | 16.5 | 16.3 | 15.7 |
| Worst of category | -9.6 | -10.6 | -15.2 | -7.2 | -11.9 | -6.8 | -13.2 |
| Benchmark returns # | 2.1 | 1.2 | 4.3 | 21.3 | 3.7 | 4.3 | 2.9 |
| Difference of Fund returns and Benchmark returns | 2.0 | 1.5 | -3.0 | -3.7 | 1.1 | 2.4 | 3.4 |
Investment Objective
To invest in equity and equity related instruments of companies that would be wealth builders in the long term.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jul 22, 2005 |
| Benchmark | CNX 500 |
| Asset Size (Rs cr) | 1.72 (Mar-30-2013) |
| 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 |
| 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. |
| Regd. Office | 97-98, 9th Floor, Atlanta, Nariman Point, Mumbai , 400021 |
|---|---|
| Tel. No. | 022 67520121 / 32424005 / 06 |
| Fax No. | (022) 66547855 |
| customercare@firstindiamutual.com | |
| Website | http://www.saharamutual.com/ |
| Diversified Equity | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Equity Fund (G) | Rank 3 |
11,165.20 | 0.1 | 3.3 | 17.1 | 6.2 | 10.8 |
| Reliance Growth Fund - RP (G) | Rank 4 |
5,175.99 | -3.1 | -5.1 | 12.0 | 1.5 | 5.1 |
| Reliance Equity Oppor - RP (G) | Rank 1 |
4,956.08 | -2.1 | -0.8 | 17.3 | 10.6 | 13.3 |
| ICICI Pru Dynamic Plan (G) | Rank 2 |
3,850.96 | -2.6 | 0.3 | 11.9 | 6.1 | 7.9 |
| SBI Contra Fund (G) | Rank 3 |
2,539.41 | -1.3 | 4.2 | 18.8 | 3.3 | 4.5 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| HDFC Bank | Banking/Finance | 0.34 | 3.71 |
| Pidilite Ind | Chemicals | 0.34 | 3.66 |
| Asian Paints | Chemicals | 0.33 | 3.57 |
| ONGC | Oil & Gas | 0.33 | 3.56 |
| Nestle | Food & Beverage | 0.32 | 3.53 |
| Dr Reddys Labs | Pharmaceuticals | 0.30 | 3.31 |
| Agro Tech Foods | Miscellaneous | 0.29 | 3.13 |
| HUL | Cons NonDurable | 0.26 | 2.86 |
| Maruti Suzuki | Automotive | 0.26 | 2.82 |
| Jyothy Labs | Cons NonDurable | 0.25 | 2.70 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 17.16 | 22.74 | 6.24 |
| Pharmaceuticals | 12.25 | 13.50 | 9.54 |
| Cons NonDurable | 10.40 | 12.43 | 4.60 |
| Oil & Gas | 7.93 | 9.09 | 4.32 |
| Chemicals | 7.23 | 7.85 | 2.01 |
| Technology | 7.08 | 9.30 | 2.29 |
| Equity | 87.88 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 12.12 |
| Holdings | (%) |
|---|---|
| Top 5 | 18.03 |
| Top 10 | 32.85 |
| Sector | (%) |
|---|---|
| Top 3 | 39.81 |
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