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Sahara Wealth Plus - Variable Pricing Option (D)

PLAN: Regular OPTIONS: Dividend
31.156 0.16 (0.51%)

NAV as on 07 Dec, 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 Jun 2016) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 07 Dec, 2016)

Period Returns (%) Rank #
1 mth -4.1 11
3 mth -5.5 33
6 mth 5.7 78
1 year 10.3 57
2 year 4.4 101
3 year 18.4 84
5 year 16.5 41

# Moneycontrol Rank within 141 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 -21.3 4.0 -0.5 16.6 -3.1
2012 12.7 -2.0 11.3 3.9 31.7
2011 -10.4 2.1 -8.7 -7.7 -23.2

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 -5.5 5.7 10.3 4.4 18.4 16.5
Category avg -6.5 -6.3 5.7 7.1 6.7 17.5 12.8
Difference of Fund returns and Category returns 2.4 0.8 0.0 3.2 -2.3 0.9 3.7
Best of category -2.6 1.6 17.2 18.1 36.5 44.2 29.2
Worst of category -11.3 -11.8 -8.6 -3.9 -0.3 14.8 13.5
Benchmark returns # -4.9 -8.4 1.3 6.0 0.8 12.5 11.9
Difference of Fund returns and Benchmark returns 0.8 2.9 4.4 4.3 3.6 5.9 4.6
# 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 Dividend
Launch date Jul 22, 2005
Benchmark NIFTY 500
Asset Size (Rs cr) 8.48 (Sep-30-2016)
Minimum Investment Rs.1000
Last Dividend Rs.2.50 (Mar-08-2013) 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
1,262.68 -5.9 11.5 16.1 31.2 --
HDFC MidCap Opportunities (G) Rank 3
11,208.20 -6.1 11.0 15.0 30.1 23.9
IDFC Premier Equity - Direct (G) Not Ranked
572.40 -8.4 -1.1 1.3 21.5 --
IDFC Premier Equity - B (G) Not Ranked
17.52 -8.6 -1.4 0.6 20.7 18.3
IDFC Premier Equity - Regular (G) Rank 4
5,718.58 -8.6 -1.5 0.5 20.7 18.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 30, 16)

Equity Sector Value
(Rs cr)
Asset %
KPR Mill Manufacturing 0.57 5.66
Gujarat Gas Oil & Gas 0.49 4.83
Kansai Nerolac Chemicals 0.47 4.65
Mold-Tek Pack Manufacturing 0.44 4.33
Torrent Pharma Pharmaceuticals 0.39 3.83
Kotak Mahindra Banking/Finance 0.31 3.08
Britannia Food & Beverage 0.30 3.01
M&M Automotive 0.30 2.94
Exide Ind Automotive 0.29 2.88
Dr Lal PathLab Pharmaceuticals 0.28 2.76

Full Portfolio

Sector Allocation (Nov 30, 16)

Sector %

1-Year

HighLow

Manufacturing 14.39 13.82 13.08
Pharmaceuticals 11.05 15.13 10.65
Banking/Finance 10.63 13.42 11.32
Technology 8.70 10.63 6.36
Chemicals 8.53 9.52 9.08
Automotive 8.22 18.06 11.02

View All Sectors

Asset Allocation (%)(Nov 30, 16)

Equity 86.78
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 13.21

View All

Concentration

Holdings (%)
Top 5 23.30
Top 10 37.97
Sector (%)
Top 3 36.07

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