Moneycontrol Presented by Motilal Oswal
Days hours minutes
Nerolac
Presented by :

Co-Presenting Sponsor :

Capital Trade

Powered by :

Godrej Properties

Associate Sponsors :

Aegon Life
LIC Housing Finance
Indiabulls
DHFL

Co-Presenting Sponsor

Capital Trade

Associate Sponsors

  • Indiabulls
  • Aegon Life
  • LIC Housing Finance
  • DHFL
SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Small & Mid Cap > Sahara Mutual Fund > Sahara Wealth Plus Fund - Fixed Pricing Option (D)

Sahara Wealth Plus Fund - Fixed Pricing Option (D)

PLAN: Regular OPTIONS: Dividend
35.866 0.1 (0.27%)

NAV as on 22 Jan, 2018

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
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Sep 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on 22 Jan, 2018)

Period Returns (%) Rank #
1 mth 0.6 104
3 mth 5.8 145
6 mth 8.8 143
1 year 29.2 132
2 year 22.4 123
3 year 9.3 111
5 year 21.3 76

# Moneycontrol Rank within 157 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 14.2 3.7 0.5 10.1 32.6
2016 -4.5 6.4 5.6 -6.7 2.9
2015 2.9 -1.9 -7.5 5.4 0.7
2014 4.9 19.9 8.1 4.6 42.0
2013 -22.3 3.7 -0.7 16.4 -5.0

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 0.6 5.8 8.8 29.2 22.4 9.3 21.3
Category avg 2.7 10.5 14.6 34.4 25.8 12.5 12.5
Difference of Fund returns and Category returns -2.1 -4.7 -5.8 -5.2 -3.4 -3.2 8.8
Best of category 4.6 24.4 40.2 75.3 44.9 30.1 37.1
Worst of category -2.3 1.1 4.3 22.4 10.3 9.3 16.2
Benchmark returns # 3.8 9.1 12.5 35.1 25.5 11.2 15.2
Difference of Fund returns and Benchmark returns -3.2 -3.3 -3.7 -5.9 -3.1 -1.9 6.1
# 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 Dividend
Launch date Jul 22, 2005
Benchmark NIFTY 500
Asset Size (Rs cr) 1.53 (Dec-31-2017)
Minimum Investment Rs.1000
Last Dividend Rs.2.50 (Mar-08-2013) 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 Opportunities (G) Rank 3
17,064.28 10.2 12.8 36.5 17.5 26.3
Sundaram Select Midcap -RP (G) Rank 3
5,587.07 8.9 13.2 34.5 18.3 26.1
Franklin India Prima Fund (G) Rank 3
5,568.16 10.1 14.7 36.4 16.2 25.8
Franklin (I) Smaller Cos (G) Rank 2
5,492.03 10.7 16.4 38.5 18.9 30.1
IDFC Premier Equity - Regular (G) Rank 4
5,451.09 5.9 11.8 33.3 11.7 20.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 29, 17)

Equity Sector Value
(Rs cr)
Asset %
Kansai Nerolac Chemicals 0.08 5.19
Mold-Tek Pack Manufacturing 0.06 4.18
Britannia Food & Beverage 0.06 4.09
Bajaj Auto Automotive 0.06 3.76
Kotak Mahindra Banking/Finance 0.05 3.59
BEML Engineering 0.05 3.16
Exide Ind Automotive 0.05 3.10
KPR Mill Manufacturing 0.05 3.06
Bajaj Finance Banking/Finance 0.05 3.05
PTC India Fin Banking/Finance 0.05 3.01

Full Portfolio

Sector Allocation (Dec 29, 17)

Sector %

1-Year

HighLow

Manufacturing 18.93 14.38 14.38
Banking/Finance 18.85 11.23 11.23
Chemicals 13.38 11.87 11.87
Engineering 12.99 7.05 7.05
Automotive 11.81 8.62 8.62
Food & Beverage 4.09 3.06 3.06

View All Sectors

Asset Allocation (%)(Dec 29, 17)

Equity 98.26
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.74

View All

Concentration

Holdings (%)
Top 5 20.81
Top 10 36.19
Sector (%)
Top 3 51.16

News & Videos

News

Messages & Community

Sections
Follow us on
Available On