SENSEX NIFTY
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Sahara Wealth Plus - Variable Pricing Option - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
28.547 0.08 (0.27%)

NAV as on 23 May, 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 Mar 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 23 May, 2016)

Period Returns (%) Rank #
1 mth -1.5 105
3 mth 12.5 101
6 mth - 36
1 year -2.0 90
2 year 10.0 94
3 year 18.8 73
5 year - -

# Moneycontrol Rank within 137 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -4.0 - - - -
2015 3.2 -1.4 -6.9 6.0 2.7
2014 5.2 20.3 8.4 4.9 43.8
2013 -34.6 4.0 -0.4 16.7 -19.3

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 -1.5 12.5 -- -2.0 10.0 18.8 --
Category avg -0.5 13.7 -2.2 0.5 15.1 15.7 10.2
Difference of Fund returns and Category returns -1.0 -1.2 -- -2.5 -5.1 3.1 --
Best of category 1.8 20.5 3.9 9.7 39.6 42.0 23.9
Worst of category -6.5 -0.4 -8.6 -7.3 2.8 12.2 8.9
Benchmark returns # -1.5 9.5 -1.8 -6.0 4.7 11.6 8.4
Difference of Fund returns and Benchmark returns 0.0 3.0 -- 4.0 5.3 7.2 --
# 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) 0.33 (Dec-31-2015)
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) Not Ranked
905.52 14.3 0.3 0.7 28.9 --
HDFC MidCap Opportunities (G) Rank 3
9,733.96 14.1 -0.1 -0.3 27.9 19.5
IDFC Premier Equity - Direct (G) Not Ranked
532.93 11.7 -0.3 -3.1 23.7 --
IDFC Premier Equity - B (G) Not Ranked
23.56 11.5 -0.7 -3.7 22.9 17.5
IDFC Premier Equity - Regular (G) Rank 4
5,783.23 11.5 -0.7 -3.7 22.9 17.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 29, 16)

Equity Sector Value
(Rs cr)
Asset %
Kansai Nerolac Chemicals 0.53 5.59
Kansai Nerolac Chemicals 0.53 5.59
Mold-Tek Pack Manufacturing 0.49 5.17
Mold-Tek Pack Manufacturing 0.49 5.17
Gujarat Gas Oil & Gas 0.48 5.05
Gujarat Gas Oil & Gas 0.48 5.05
Sun Pharma Pharmaceuticals 0.45 4.72
Sun Pharma Pharmaceuticals 0.45 4.72
Torrent Pharma Pharmaceuticals 0.40 4.24
Torrent Pharma Pharmaceuticals 0.40 4.24

Full Portfolio

Sector Allocation (Apr 29, 16)

Sector %

1-Year

HighLow

Manufacturing 28.48 13.82 5.04
Automotive 26.28 23.32 16.97
Banking/Finance 23.64 18.85 11.32
Pharmaceuticals 22.92 15.13 3.55
Technology 21.12 9.73 3.78
Chemicals 19.20 10.35 1.69

View All Sectors

Asset Allocation (%)(Apr 29, 16)

Equity 90.75
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 9.24

View All

Concentration

Holdings (%)
Top 5 26.57
Top 10 49.54
Sector (%)
Top 3 78.40

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