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

Sahara Wealth Plus - Variable Pricing Option (D)

PLAN: Regular OPTIONS: Dividend
27.890 0.27 (0.99%)

NAV as on 03 Sep, 2015

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
OR
Add to Watchist
Have you invested in these stocks? You can track them better in your Portfolio
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Nov 1999) 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 03 Sep, 2015)

Period Returns (%) Rank #
1 mth -9.2 101
3 mth -2.6 120
6 mth -8.7 117
1 year 6.0 108
2 year 31.9 82
3 year 21.6 42
5 year 10.7 37

# Moneycontrol Rank within 125 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 3.1 -1.5 - - -
2014 5.1 20.2 8.3 4.8 -
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
2010 -0.8 10.3 13.8 -17.0 4.6

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 -9.2 -2.6 -8.7 6.0 31.9 21.6 10.7
Category avg -8.0 1.6 -4.3 16.8 36.1 20.7 9.9
Difference of Fund returns and Category returns -1.2 -4.2 -4.4 -10.8 -4.2 0.9 0.8
Best of category -4.3 7.2 5.2 42.7 73.6 38.5 23.2
Worst of category -11.2 -5.9 -9.5 -7.8 23.0 15.4 5.0
Benchmark returns # -10.0 -4.2 -11.8 -1.2 24.2 15.7 6.5
Difference of Fund returns and Benchmark returns 0.8 1.6 3.1 7.2 7.7 5.9 4.2
# Benchmark Index: CNX 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 CNX 500
Asset Size (Rs cr) 8.92 (Jun-30-2015)
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
745.25 1.7 -0.6 19.2 -- --
HDFC MidCap Opportunities (G) Rank 4
9,235.00 1.4 -1.1 18.1 31.2 18.5
IDFC Premier Equity - Direct (G) Not Ranked
604.33 -0.1 -3.1 18.0 -- --
IDFC Premier Equity - B (G) Not Ranked
29.92 -0.2 -3.3 17.3 28.2 15.5
IDFC Premier Equity - Regular (G) Rank 4
6,451.44 -0.2 -3.3 17.2 28.1 15.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 15)

Equity Sector Value
(Rs cr)
Asset %
Axis Bank Banking/Finance 0.69 6.03
City Union Bank Banking/Finance 0.66 5.76
HDFC Banking/Finance 0.48 4.23
TVS Motor Automotive 0.48 4.17
Infosys Technology 0.43 3.78
UPL Chemicals 0.43 3.76
Asahi India Manufacturing 0.41 3.63
Siemens Engineering 0.41 3.57
Glenmark Pharmaceuticals 0.40 3.55
Hero Motocorp Automotive 0.40 3.53

Full Portfolio

Sector Allocation (Jul 31, 15)

Sector %

1-Year

HighLow

Automotive 23.32 27.83 14.28
Banking/Finance 18.85 20.61 12.20
Chemicals 10.35 10.35 1.67
Manufacturing 8.49 8.49 0.31
Engineering 7.49 12.01 6.50
Cons NonDurable 7.25 8.82 5.21

View All Sectors

Asset Allocation (%)(Jul 31, 15)

Equity 93.59
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.41

View All

Concentration

Holdings (%)
Top 5 23.97
Top 10 42.01
Sector (%)
Top 3 52.52

News & Videos

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.