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you are here: Moneycontrol Mutual Funds Thematic - Infrastructure Sahara Mutual Fund Sahara Power & Natural Resources Fund (G)

Sahara Power & Natural Resources Fund (G)

Plan: Regular | Option: Growth | Type : Open-Ended | AMFI Code: 108320
Fact Sheet Buy
20.990 -0.07 ( -0.33 %)
NAV as on 22 Jun, 2018
Crisil MF Rank
Riskometer
HIGH
FUND Family
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Info

Not Ranked

The scheme is Not Ranked in Thematic - Infrastructure 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 -4.2 39
3 Months -5.0 31
6 Months -16.0 44
1 Year -0.3 39
2 Years 18.5 20
3 Years 12.4 17
5 Years 17.0 39

# Moneycontrol Rank within 54 Thematic - Infrastructure 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 -11.0 - - - -
2017 19.3 0.8 8.0 10.2 46.6
2016 -3.4 9.8 6.5 -0.2 15.7
2015 -2.3 -0.5 -7.7 3.4 -4.6
2014 7.4 31.6 -8.9 2.7 31.7
2013 -14.4 -5.0 -2.5 20.5 -2.9

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 -4.2 -5 -16 -0.3 -0.3 18.5 12.4
Category average -3.1 -4.4 -12.2 2.4 15.9 10.1 18.6
Difference of Fund returns and Category returns -1.1 -0.6 -3.8 -2.7 -16.2 8.4 -6.2
Best of Category 3.5 6.4 -1.7 16.3 28.7 22.4 27.2
Worst of Category -8.2 -9.2 -23.2 -10.8 6.9 2.8 12.7
Benchmark returns # 2.7 7 3.1 12.4 14.9 9 14.1
Difference of Fund returns and Benchmark returns -6.9 -12 -19.1 -12.7 -15.2 9.5 -1.7
# Benchmark Index: NIFTY 50

Investment Information

Investment Objective

The investment objective is to generate long term capital appreciation through investment in equities and equity related securities of companies engaged in the business of generation, transmission, distribution of Power or in those companies that are engaged directly or indirectly in any activity associated in the power sector or principally engaged in discovery, development, production, processing or distribution of natural resources.

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(%)
L&T Infrastructure Fund (G) 1,534.34 16.3 -5.8 -13.8 6.3 13.9 24.2
L&T Infrastructure Fund - Direct Plan (G) 311.77 17 -5.6 -13.4 7.3 14.9 25.2
Reliance Power & Infra Fund - Direct Plan (G) 82.04 106 -7.1 -15.8 4.9 12.8 19.0
Reliance Power & Infra Fund - Retail Plan (G) 1,938.18 102.4 -7.2 -16.1 4.1 12.0 18.3
ICICI Prudential Infrastructure Fund - Direct Plan (G) 170.84 51.1 -4.1 -13.3 1.5 6.5 16.8
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
ITD Cementation Cement 0.07 4.89
Mold-Tek Pack Manufacturing 0.07 4.74
Exide Ind Automotive 0.07 4.12
Container Corp Services 0.07 3.98
Finolex Cables Telecom 0.09 3.93
IGL Oil & Gas 0.07 3.87
Reliance Oil & Gas 0.09 3.79
ICICI Bank Banking/Finance 0.05 3.00
RBL Bank Banking/Finance 0.05 2.92
PI Industries Chemicals 0.05 2.91
Asset Allocation (%) As on May 31, 2018
Equity 92.07
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 7.92
Sector Allocation (%) As on May 31, 2018
Sector %
Manufacturing 13.91
Automotive 12.82
Oil & Gas 10.28
Chemicals 9.91
Cement 9.59
Engineering 9.18
Concentration As on May 31, 2018
Holdings %
Top 5 21.66
Top 10 92.07
Sectors %
Top 3 37.01
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