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SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Small & Mid Cap > Sahara Mutual Fund > Sahara Wealth Plus - Variable Pricing Option (G)

Sahara Wealth Plus - Variable Pricing Option (G)

PLAN: Regular OPTIONS: Growth
57.553 0.12 (0.21%)

NAV as on 17 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
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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 17 Jan, 2018)

Period Returns (%) Rank #
1 mth 4.1 115
3 mth 5.8 141
6 mth 9.6 137
1 year 30.9 128
2 year 24.7 107
3 year 12.3 104
5 year 19.1 72

# Moneycontrol Rank within 157 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 14.9 4.3 1.0 10.7 35.6
2016 -4.0 7.0 6.2 -6.3 5.1
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

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 4.1 5.8 9.6 30.9 24.7 12.3 19.1
Category avg 5.0 11.3 15.3 36.1 24.9 12.7 12.5
Difference of Fund returns and Category returns -0.9 -5.5 -5.7 -5.2 -0.2 -0.4 6.6
Best of category 9.2 24.3 41.4 75.9 43.6 31.6 36.8
Worst of category -1.4 1.1 4.3 23.2 10.3 10.0 16.0
Benchmark returns # 4.5 7.6 11.9 33.7 25.5 11.5 14.9
Difference of Fund returns and Benchmark returns -0.4 -1.8 -2.3 -2.8 -0.8 0.8 4.2
# 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) 9.47 (Dec-31-2017)
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
17,064.28 10.0 13.5 36.4 18.0 26.2
DSP-BR Micro Cap Fund - RP (G) Rank 3
5,357.24 15.5 16.5 38.8 24.0 32.6
DSP-BR Micro Cap Fund - Direct (G) Rank 3
951.11 15.6 16.8 39.4 24.8 33.4
Sundaram Select Midcap -RP (G) Rank 3
5,587.07 8.9 13.7 34.5 18.9 25.9
Sundaram Select Midcap -IP (D) Not Ranked
0.22 9.1 14.1 35.5 19.5 26.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 17)

Equity Sector Value
(Rs cr)
Asset %
Kansai Nerolac Chemicals 0.58 5.10
Britannia Food & Beverage 0.48 4.26
Mold-Tek Pack Manufacturing 0.48 4.23
Bajaj Auto Automotive 0.43 3.80
Coromandel Int Chemicals 0.42 3.67
Kotak Mahindra Banking/Finance 0.41 3.63
KPR Mill Manufacturing 0.39 3.42
BEML Engineering 0.38 3.32
Bajaj Finance Banking/Finance 0.35 3.05
PTC India Fin Banking/Finance 0.34 3.04

Full Portfolio

Sector Allocation (Nov 30, 17)

Sector %

1-Year

HighLow

Banking/Finance 19.05 11.23 11.23
Manufacturing 18.74 14.38 14.38
Chemicals 13.83 11.87 11.87
Automotive 13.73 8.62 8.62
Engineering 13.55 7.05 7.05
Food & Beverage 4.26 3.06 3.06

View All Sectors

Asset Allocation (%)(Nov 30, 17)

Equity 98.58
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.43

View All

Concentration

Holdings (%)
Top 5 21.06
Top 10 37.52
Sector (%)
Top 3 51.62

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