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

PLAN: OPTIONS:
30.894 0.18 (0.58%)

NAV as on 05 Mar, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
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 2014) 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 05 Mar, 2015)

Period Returns (%) Rank #
1 mth 4.1 103
3 mth 8.7 73
6 mth 14.7 102
1 year 52.8 99
2 year 37.4 76
3 year - -
5 year - -

# Moneycontrol Rank within Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.2 20.3 8.4 4.9 -
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 4.1 8.7 14.7 52.8 37.4 -- --
Category avg 5.5 8.8 19.6 73.3 32.8 23.6 12.6
Difference of Fund returns and Category returns -1.4 -0.1 -4.9 -20.5 4.6 -- --
Best of category 11.1 19.3 39.6 141.7 61.8 43.7 27.7
Worst of category 2.9 -1.0 -3.7 50.9 29.7 16.8 10.1
Benchmark returns # 3.2 5.3 12.3 49.0 26.8 20.3 11.3
Difference of Fund returns and Benchmark returns 0.9 3.4 2.4 3.8 10.6 -- --
# Benchmark Index: CNX 500

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark CNX 500
Asset Size (Rs cr) 0.26 (Dec-31-2014)
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
550.48 7.0 18.6 76.3 -- --
HDFC MidCap Opportunities (G) Rank 4
7,671.50 6.8 18.1 75.0 33.5 24.2
ICICI Pru Value Discovery - DP (G) Not Ranked
433.27 11.5 18.5 86.3 -- --
ICICI Pru Value Discovery Fund (G) Rank 4
6,934.14 11.3 18.0 84.8 36.4 22.9
IDFC Premier Equity - Regular (G) Rank 5
5,934.25 11.0 20.1 67.2 31.9 21.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jan 30, 15)

Equity Sector Value
(Rs cr)
Asset %
City Union Bank Banking/Finance 0.61 5.22
Glenmark Pharmaceuticals 0.54 4.64
Colgate Cons NonDurable 0.52 4.44
Bosch Automotive 0.50 4.31
Infosys Technology 0.49 4.24
Exide Ind Automotive 0.48 4.16
Tech Mahindra Technology 0.43 3.70
Wipro Technology 0.39 3.39
Motherson Sumi Automotive 0.38 3.30
BHEL Engineering 0.38 3.26

Full Portfolio

Sector Allocation (Jan 30, 15)

Sector %

1-Year

HighLow

Automotive 22.94 27.83 10.26
Technology 13.12 13.12 11.14
Banking/Finance 12.20 20.77 5.65
Engineering 11.16 14.79 6.50
Cons NonDurable 8.82 8.82 4.92
Pharmaceuticals 7.51 11.26 4.57

View All Sectors

Asset Allocation (%)(Jan 30, 15)

Equity 93.69
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.30

View All

Concentration

Holdings (%)
Top 5 22.85
Top 10 40.66
Sector (%)
Top 3 48.26

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