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Sahara Wealth Plus - Variable Pricing Option - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
55.431 0.22 (0.41%)

NAV as on 17 Oct, 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

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Benchmark Index:
 
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Returns (NAV as on 17 Oct, 2017)

Period Returns (%) Rank #
1 mth 1.4 84
3 mth 3.8 73
6 mth 10.4 70
1 year 22.3 55
2 year 18.5 68
3 year 15.5 91
5 year - -

# Moneycontrol Rank within 151 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 15.0 4.4 1.2 - -
2016 -3.9 7.1 6.3 -6.1 5.6
2015 3.2 -1.4 -6.9 6.0 2.8
2014 5.2 20.3 8.4 4.9 43.8
2013 8.0 4.0 -0.4 16.7 33.3

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 (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.4 3.8 10.4 22.3 18.5 15.5 --
Category avg 1.3 4.2 10.0 18.6 15.5 14.2 12.6
Difference of Fund returns and Category returns 0.1 -0.4 0.4 3.7 3.0 1.3 --
Best of category 6.6 15.7 23.6 39.6 31.9 32.6 30.9
Worst of category -2.2 0.1 1.3 8.8 9.1 12.7 16.2
Benchmark returns # 0.6 4.0 11.9 21.9 14.2 12.9 14.9
Difference of Fund returns and Benchmark returns 0.8 -0.2 -1.5 0.4 4.3 2.6 --
# Benchmark Index: NIFTY 500

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark NIFTY 500
Asset Size (Rs cr) 0.25 (Sep-30-2017)
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
15,512.00 3.1 8.5 20.0 21.0 25.4
IDFC Premier Equity - Regular (G) Rank 4
5,373.19 5.7 12.3 19.6 16.1 20.7
IDFC Premier Equity - Direct (G) Rank 4
550.19 5.9 12.7 20.5 16.9 --
DSP-BR Micro Cap Fund - Direct (G) Rank 2
877.44 1.0 6.4 19.2 27.1 --
DSP-BR Micro Cap Fund - RP (G) Rank 2
4,994.50 0.9 6.2 18.6 26.3 29.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Kansai Nerolac Chemicals 0.59 5.37
Mold-Tek Pack Manufacturing 0.46 4.15
Britannia Food & Beverage 0.42 3.85
KPR Mill Manufacturing 0.41 3.73
Kotak Mahindra Banking/Finance 0.40 3.64
BEML Engineering 0.40 3.61
Bajaj Auto Automotive 0.37 3.33
Bajaj Finance Banking/Finance 0.36 3.24
Coromandel Int Chemicals 0.35 3.23
PTC India Fin Banking/Finance 0.35 3.23

Full Portfolio

Sector Allocation (Aug 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 19.21 0.00 0.00
Manufacturing 16.38 0.00 0.00
Automotive 13.58 0.00 0.00
Engineering 12.02 0.00 0.00
Chemicals 11.09 0.00 0.00
Pharmaceuticals 4.06 0.00 0.00

View All Sectors

Asset Allocation (%)(Aug 31, 17)

Equity 92.44
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 7.56

View All

Concentration

Holdings (%)
Top 5 20.74
Top 10 37.38
Sector (%)
Top 3 49.17

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