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Sahara Wealth Plus - Variable Pricing Option (D)

PLAN: Regular OPTIONS: Dividend
28.969 0.06 (0.22%)

NAV as on 28 May, 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:
 
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Returns (NAV as on 28 May, 2015)

Period Returns (%) Rank #
1 mth 1.5 63
3 mth -5.8 104
6 mth 2.8 104
1 year 24.4 98
2 year 29.5 80
3 year 25.9 39
5 year 15.7 33

# Moneycontrol Rank within 122 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 3.1 - - - -
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 1.5 -5.8 2.8 24.4 29.5 25.9 15.7
Category avg 1.5 -2.9 6.7 38.8 30.0 22.7 11.7
Difference of Fund returns and Category returns 0.0 -2.9 -3.9 -14.4 -0.5 3.2 4.0
Best of category 6.3 2.9 19.8 72.1 60.1 42.9 25.7
Worst of category -0.7 -8.0 -9.7 1.1 25.3 15.4 7.8
Benchmark returns # 1.1 -5.1 -0.7 17.2 19.9 20.1 10.4
Difference of Fund returns and Benchmark returns 0.4 -0.7 3.5 7.2 9.6 5.8 5.3
# 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) 9.39 (Mar-31-2015)
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
666.39 -0.6 6.8 42.8 -- --
HDFC MidCap Opportunities (G) Rank 3
8,957.92 -0.8 6.3 41.6 33.9 22.5
ICICI Pru Value Discovery Fund (G) Rank 1
8,224.72 -3.6 6.9 37.8 33.8 20.9
ICICI Pru Value Discovery - DP (G) Not Ranked
576.11 -3.3 7.5 39.0 -- --
IDFC Premier Equity - Regular (G) Rank 4
6,465.61 -1.5 9.7 43.3 30.6 21.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Equity Sector Value
(Rs cr)
Asset %
Axis Bank Banking/Finance 0.68 6.20
City Union Bank Banking/Finance 0.61 5.59
Wipro Technology 0.51 4.66
Siemens Engineering 0.48 4.34
Exide Ind Automotive 0.45 4.06
Glenmark Pharmaceuticals 0.45 4.05
UltraTechCement Cement 0.40 3.65
Arvind Manufacturing 0.38 3.47
Tech Mahindra Technology 0.37 3.39
Infosys Technology 0.35 3.18

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

Automotive 14.28 27.83 14.28
Banking/Finance 14.26 20.77 12.20
Technology 12.71 14.92 11.14
Engineering 10.85 14.79 6.50
Manufacturing 7.73 7.73 0.31
Pharmaceuticals 5.66 10.15 4.57

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 88.68
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 11.32

View All

Concentration

Holdings (%)
Top 5 24.85
Top 10 42.59
Sector (%)
Top 3 41.25

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