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Sahara Wealth Plus - Variable Pricing Option (G)

PLAN: Regular OPTIONS: Growth
51.748 0.07 (0.14%)

NAV as on 18 Jun, 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 Mar 2018) 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 18 Jun, 2018)

Period Returns (%) Rank #
1 mth -1.5 56
3 mth -1.1 77
6 mth -7.3 97
1 year -0.1 114
2 year 13.1 112
3 year 9.1 107
5 year 17.6 75

# Moneycontrol Rank within 147 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -10.2 - - - -
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 -1.5 -1.1 -7.3 -0.1 13.1 9.1 17.6
Category avg -1.9 -1.2 -5.1 6.2 15.7 11.0 13.6
Difference of Fund returns and Category returns 0.4 0.1 -2.2 -6.3 -2.6 -1.9 4.0
Best of category 1.1 6.0 11.7 29.8 34.2 25.2 37.0
Worst of category -6.6 -9.3 -11.5 -4.9 8.3 6.8 15.6
Benchmark returns # 1.4 3.8 -1.3 9.2 15.8 10.8 15.2
Difference of Fund returns and Benchmark returns -2.9 -4.9 -6.0 -9.3 -2.7 -1.7 2.4
# Benchmark Index: NIFTY 500

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jul 22, 2005
Benchmark NIFTY 500
Asset Size (Rs cr) 8.91 (Mar-31-2018)
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 Opport.- Direct (G) Rank 3
2,460.33 0.9 -2.3 9.0 16.6 27.4
HDFC MidCap Opportunities (G) Rank 3
17,638.27 0.6 -2.9 7.9 15.4 26.3
Franklin (I) Smaller Cos (G) Rank 3
5,748.37 -0.6 -3.9 6.9 16.3 28.8
Franklin (I) Smaller Co -Direct (G) Rank 3
1,472.67 -0.2 -3.3 8.3 17.8 30.3
Reliance Small Cap - Direct (G) Rank 3
1,001.82 -2.5 -4.8 14.9 24.1 37.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 18)

Equity Sector Value
(Rs cr)
Asset %
Exide Ind Automotive 0.40 4.04
Mold-Tek Pack Manufacturing 0.36 3.72
Bajaj Finserv Banking/Finance 0.32 3.24
Britannia Food & Beverage 0.32 3.22
BPCL Oil & Gas 0.31 3.12
City Union Bank Banking/Finance 0.30 3.09
Nilkamal Manufacturing 0.29 2.98
Bharat Fin Banking/Finance 0.29 2.97
Persistent Technology 0.29 2.94
Atul Chemicals 0.29 2.92

Full Portfolio

Sector Allocation (May 31, 18)

Sector %

1-Year

HighLow

Automotive 14.76 12.26 12.26
Banking/Finance 14.64 20.92 20.92
Chemicals 13.95 12.37 12.37
Manufacturing 8.09 18.09 18.09
Oil & Gas 8.02 1.58 1.58
Pharmaceuticals 5.16 3.39 3.39

View All Sectors

Asset Allocation (%)(May 31, 18)

Equity 88.30
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 11.70

View All

Concentration

Holdings (%)
Top 5 17.34
Top 10 32.24
Sector (%)
Top 3 43.35

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