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Sahara Midcap Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
34.774 0.29 (0.83%)

NAV as on 19 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 19 Jun, 2018)

Period Returns (%) Rank #
1 mth -4.2 111
3 mth -3.6 120
6 mth -10.8 104
1 year 0.6 106
2 year 20.3 31
3 year 16.6 26
5 year 23.9 50

# Moneycontrol Rank within 147 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -10.6 - - - -
2017 14.8 3.3 3.0 13.3 41.5
2016 -7.6 9.7 7.9 -0.7 13.0
2015 -1.5 -4.1 0.7 5.6 3.5
2014 6.0 36.5 6.7 1.6 56.8
2013 -17.3 -0.9 -1.5 23.4 3.6

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 -4.2 -3.6 -10.8 0.6 20.3 16.6 23.9
Category avg -3.0 -0.8 -7.1 5.1 15.2 10.7 13.4
Difference of Fund returns and Category returns -1.2 -2.8 -3.7 -4.5 5.1 5.9 10.5
Best of category 1.0 6.3 11.7 29.8 34.2 24.6 36.7
Worst of category -8.0 -9.3 -14.5 -5.4 7.8 6.4 15.4
Benchmark returns # 0.2 -1.2 -9.4 3.3 17.7 12.6 20.2
Difference of Fund returns and Benchmark returns -4.4 -2.4 -1.4 -2.7 2.6 4.0 3.7
# Benchmark Index: NIFTY MIDCAP 100

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark NIFTY MIDCAP 100
Asset Size (Rs cr) 0.24 (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 1.8 -3.9 8.1 16.1 27.2
HDFC MidCap Opportunities (G) Rank 3
17,638.27 1.5 -4.5 7.0 15.0 26.1
Franklin (I) Smaller Co -Direct (G) Rank 3
1,472.67 -0.1 -5.2 6.9 17.4 29.9
Franklin (I) Smaller Cos (G) Rank 3
5,748.37 -0.4 -5.8 5.6 15.9 28.4
Reliance Small Cap - Direct (G) Rank 3
1,001.82 -1.9 -7.5 13.0 23.4 36.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 18)

Equity Sector Value
(Rs cr)
Asset %
Coromandel Int Chemicals 0.33 3.94
Exide Ind Automotive 0.31 3.67
IGL Oil & Gas 0.29 3.45
City Union Bank Banking/Finance 0.27 3.22
Bharat Fin Banking/Finance 0.26 3.08
RBL Bank Banking/Finance 0.25 2.98
PI Industries Chemicals 0.25 2.97
Indian Hotels Services 0.25 2.97
Tata Chemicals Chemicals 0.25 2.92
Mold-Tek Pack Manufacturing 0.25 2.90

Full Portfolio

Sector Allocation (May 31, 18)

Sector %

1-Year

HighLow

Chemicals 15.90 13.08 13.08
Banking/Finance 13.72 11.85 11.85
Manufacturing 12.86 19.87 19.87
Engineering 9.86 13.60 13.60
Automotive 9.70 4.87 4.87
Pharmaceuticals 7.70 2.92 2.92

View All Sectors

Asset Allocation (%)(May 31, 18)

Equity 96.54
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.46

View All

Concentration

Holdings (%)
Top 5 17.36
Top 10 32.10
Sector (%)
Top 3 42.48

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