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you are here: Moneycontrol Mutual Funds Small & Mid Cap Sahara Mutual Fund Sahara Midcap Fund (Growth Auto Payout)

Sahara Midcap Fund (Growth Auto Payout)

Plan: Regular | Option: Dividend | Type : Open-Ended | AMFI Code: 100798
Fact Sheet Buy
77.354 -0.15 ( -0.19 %)
NAV as on 22 Jun, 2018
Crisil MF Rank
Riskometer
MODERATELY HIGH
FUND Family
FUND CLASS
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Not Ranked

The scheme is Not Ranked in Small & Mid Cap category by Crisil (for quarter ended Mar 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Jun 22, 2018)
Period Returns(%) Rank#
1 Month -3.6 117
3 Months -5.5 128
6 Months -14.8 121
1 Year -1.5 115
2 Years 17.4 60
3 Years 13.7 49
5 Years 23.0 62

# Moneycontrol Rank within 147 Small & Mid Cap Schemes

*Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -10.7 - - - -
2017 14.7 3.2 2.9 13.2 41.0
2016 -7.6 9.6 7.8 -0.8 12.7
2015 -1.5 -4.1 0.6 5.5 3.3
2014 6.1 36.5 6.7 1.6 56.9
2013 -15.8 -1.0 -1.5 23.4 5.4

View where it stands within its peers

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Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns -3.6 -5.5 -14.8 -1.5 -1.5 17.4 13.7
Category average -1.7 -1.3 -8.7 5 14.8 10.5 13.7
Difference of Fund returns and Category returns -1.9 -4.2 -6.1 -6.5 -16.3 6.9 0
Best of Category 1.9 6.9 11.7 29.8 34.2 23.8 37
Worst of Category -7.2 -9.3 -17.9 -5.4 7.5 6 15.7
Benchmark returns # -0.1 -0.8 -10.7 3.8 17.6 12.5 21.1
Difference of Fund returns and Benchmark returns -3.5 -4.7 -4.1 -5.3 -19.1 4.9 -7.4
# Benchmark Index: NIFTY MIDCAP 100

Investment Information

Investment Objective

An open ended growth fund with an objective to achieve long term capital growth at medium level of risks by investing primarily in mid-cap stocks.

Registrars
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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
HDFC Mid-Cap Opportunities Fund - Direct Plan (G) 2,460.33 58.7 1.6 -5.6 8.5 15.5 27.6
HDFC Mid-Cap Opportunities Fund (G) 17,638.27 56.1 1.3 -6.1 7.4 14.4 26.5
Franklin India Smaller Companies Fund - Direct Plan (G) 1,472.67 61.8 -0.2 -7.3 7.9 16.8 30.3
Franklin India Smaller Companies Fund (G) 5,748.37 58.1 -0.5 -7.9 6.6 15.3 28.7
Reliance Small Cap Fund - Direct Plan (G) 1,001.82 44.6 -1.7 -10.3 13.1 22.5 37.0
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
Coromandel Int Chemicals 0.33 3.94
Exide Ind Automotive 0.27 3.67
IGL Oil & Gas 0.31 3.45
City Union Bank Banking/Finance 0.26 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 0.29 2.90
Asset Allocation (%) As on May 31, 2018
Equity 96.54
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 3.46
Sector Allocation (%) As on May 31, 2018
Sector %
Chemicals 15.90
Banking/Finance 13.72
Manufacturing 12.86
Engineering 9.86
Automotive 9.70
Pharmaceuticals 7.70
Concentration As on May 31, 2018
Holdings %
Top 5 17.36
Top 10 96.54
Sectors %
Top 3 42.48
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