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Sahara Wealth Plus - Variable Pricing Option (G)

PLAN: Regular OPTIONS: Growth
44.366 0.37 (0.85%)

NAV as on 24 Jan, 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 Sep 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 24 Jan, 2017)

Period Returns (%) Rank #
1 mth 5.3 126
3 mth -3.6 22
6 mth 4.8 47
1 year 20.2 82
2 year 3.2 110
3 year 18.8 86
5 year 17.7 40

# Moneycontrol Rank within 147 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -4.0 - - - -
2015 3.1 -1.5 -7.0 5.9 2.4
2014 5.1 20.2 8.3 4.8 43.4
2013 -9.5 4.0 -0.5 16.6 11.6
2012 12.7 -2.0 11.3 3.9 31.7

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 5.3 -3.6 4.8 20.2 3.2 18.8 17.7
Category avg 7.3 -4.7 3.7 20.6 6.9 18.4 13.3
Difference of Fund returns and Category returns -2.0 1.1 1.1 -0.4 -3.7 0.4 4.4
Best of category 11.6 1.9 17.2 40.4 36.5 44.4 30.6
Worst of category -11.3 -8.6 -8.6 1.0 -0.5 16.7 14.7
Benchmark returns # 8.8 -3.1 0.1 17.3 0.6 14.8 12.7
Difference of Fund returns and Benchmark returns -3.5 -0.5 4.7 2.9 2.6 4.0 5.0
# 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 Growth
Launch date Jul 22, 2005
Benchmark NIFTY 500
Asset Size (Rs cr) 8.35 (Dec-31-2016)
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 2
11,638.66 -4.3 7.6 28.0 30.6 25.0
IDFC Premier Equity - Regular (G) Rank 5
5,311.73 -6.3 -2.7 12.0 21.2 19.4
Franklin India Prima Fund (G) Rank 3
4,116.72 -4.9 2.8 22.9 30.5 25.7
Sundaram Select Midcap -RP (G) Rank 3
3,912.95 -4.0 9.0 29.3 33.6 25.1
DSP-BR Micro Cap Fund - RP (G) Rank 1
3,591.84 -3.9 7.7 32.3 43.3 30.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 30, 16)

Equity Sector Value
(Rs cr)
Asset %
KPR Mill Manufacturing 0.46 5.54
Gujarat Gas Oil & Gas 0.40 4.76
Kansai Nerolac Chemicals 0.37 4.41
Mold-Tek Pack Manufacturing 0.36 4.26
Torrent Pharma Pharmaceuticals 0.31 3.77
M&M Automotive 0.25 3.03
Kotak Mahindra Banking/Finance 0.25 3.02
Exide Ind Automotive 0.25 2.95
Britannia Food & Beverage 0.25 2.95
HCL Tech Technology 0.23 2.71

Full Portfolio

Sector Allocation (Dec 30, 16)

Sector %

1-Year

HighLow

Manufacturing 14.24 13.82 13.08
Pharmaceuticals 10.56 15.13 10.65
Banking/Finance 10.56 13.42 11.32
Chemicals 9.90 9.52 9.08
Technology 9.32 10.63 6.36
Automotive 8.40 18.06 11.02

View All Sectors

Asset Allocation (%)(Dec 30, 16)

Equity 86.64
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 13.37

View All

Concentration

Holdings (%)
Top 5 22.74
Top 10 37.40
Sector (%)
Top 3 35.36

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