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Sahara Super 20 Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Large Cap Fund
Fund House : Sahara Mutual Fund
  • NAV
    : ₹ 23.4172 -0.75%
    (as on 13th November, 2019)
Crisil Rank

Not Ranked

Rank not available for the fund
Risk-O-Meter
Moderately High

Fund has 91.8% investment in indian stocks of which 75.2% is in large cap stocks, 4.59% is in mid cap stocks.

Suitable For : Investors who are looking to invest money for at least 3-4 years and looking for high returns. At the same time, these investors should also be ready for possibility of moderate losses in their investments.

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Returns (NAV as on 13th November, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 06-Nov-19 9889.00 -1.11% - -0.84% 22/31
1 Month 11-Oct-19 10493.90 4.94% - 4.60% 11/31
3 Month 13-Aug-19 10988.10 9.88% - 9.17% 11/31
6 Month 13-May-19 10664.60 6.65% - 8.59% 25/31
YTD 01-Jan-19 10869.30 8.69% - 4.23% 23/31
1 Year 13-Nov-18 11110.80 11.11% 11.11% 13.23% 21/30
2 Year 13-Nov-17 10775.10 7.75% 3.80% 6.28% 26/30
3 Year 11-Nov-16 13498.70 34.99% 10.50% 11.88% 23/29
5 Year 13-Nov-14 14092.70 40.93% 7.10% 9.12% 24/28
Since Inception 01-Jan-13 18699.10 86.99% 9.54% 12.18% 27/31

SIP Returns (NAV as on 13th November, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 13-Nov-18 12000 12793.97 6.62 % 12.43 %
2 Year 13-Nov-17 24000 25686.59 7.03 % 6.66 %
3 Year 11-Nov-16 36000 40351.89 12.09 % 7.54 %
5 Year 13-Nov-14 60000 74682.17 24.47 % 8.68 %
 

Tax Treatment

Portfolio (Updated on 31st Oct,2019)

Equity Holding : 91.80% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 91.80%
No of Stocks : 26 (Category Avg - 41.68) | Large Cap Investments : 75.2%| Mid Cap Investments : 4.59% | Small Cap Investments : 0% | Other : 12%

Top 10 Stocks in Portfolio

How to read this table?
Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
HDFC Bank Ltd. Banks 0.5 12.00% -0.39% 12.39% (Sep 2019) 9.99% (Feb 2019) 370.00 0.00
Reliance Industries Ltd. Refineries/marketing 0.4 10.73% 0.63% 10.73% (Oct 2019) 8.1% (Dec 2018) 278.00 0.00
ICICI Bank Ltd. Banks 0.4 9.22% 0.28% 9.22% (Oct 2019) 6.88% (Feb 2019) 756.00 0.00
State Bank Of India Banks 0.2 5.08% 0.52% 5.91% (Jun 2019) 4.31% (Feb 2019) 617.00 0.00
Infosys Ltd. Computers - software 0.2 4.53% -0.98% 5.79% (Aug 2019) 2.16% (Dec 2018) 251.00 0.00
Axis Bank Ltd. Banks 0.2 4.33% 0.16% 4.78% (Jun 2019) 3.59% (Dec 2018) 223.00 0.00
Ultratech Cement Ltd. Cement 0.2 4.04% -0.34% 4.54% (Jul 2019) 3.41% (Jan 2019) 37.00 0.00
HCL Technologies Limited Computers - software 0.2 3.83% 0.15% 3.89% (Aug 2019) 3.13% (Dec 2018) 125.00 0.00
UPL Ltd. Pesticides and agrochemicals 0.1 3.79% -0.18% 4.05% (Jul 2019) 3.15% (Nov 2018) 241.00 0.00
GlaxoSmithKline Consumer Healthcare Ltd. Consumer food 0.1 3.64% 0.15% 3.64% (Oct 2019) 0% (Nov 2018) 15.00 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
Name Type of Instrument Weight (%)
Net Receivables Net Receivables 8.20%

Risk Ratios

Ratios calculated on daily returns for last 3 years (Updated as on 31st October, 2019)

  • Standard Deviation

    High volatility
    12.48vs12.03
    Category Avg
  • Beta

    High volatility
    0.95vs0.91
    Category Avg
  • Sharpe Ratio

    Poor risk adjusted returns
    0.19vs0.32
    Category Avg
  • Treynor's Ratio

    Poor risk adjusted returns
    0.02vs0.04
    Category Avg
  • Jension's Alpha

    Poor risk adjusted returns
    -3.52vs-1.41
    Category Avg

Alternative Funds (Category Peers)

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Axis Bluechip Fund - Direct Plan - Growth 5 8749.21 2.22 9.85 14.37 24.10 19.29
BNP Paribas Large Cap Fund - Direct Plan - Growth 5 807.89 3.28 10.12 13.55 20.96 13.97
LIC MF Large Cap Fund - Direct Plan - Growth 4 305.62 4.41 11.20 13.49 19.65 12.76
DSP Top 100 Equity Fund - Direct Plan - Growth 2 2641.37 6.16 13.89 11.86 17.38 10.08
Canara Robeco Bluechip Equity Fund - Direct Plan - Growth 5 256.78 4.58 11.54 12.38 17.36 15.05
IDBI India Top 100 Equity Fund - Direct Plan - Growth 2 378.30 4.23 10.55 12.84 17.04 10.87
PGIM India Large Cap Fund - Direct Plan - Growth 3 329.11 5.17 8.31 9.55 16.30 12.68
Kotak Bluechip Fund - Direct Plan - Growth 3 1443.86 5.39 10.97 10.49 16.21 12.39
Indiabulls Bluechip Fund - Direct Plan - Growth 4 190.75 5.85 10.44 9.30 14.69 13.62
Edelweiss Large Cap Fund - Direct Plan - Growth 4 172.42 4.70 9.04 9.40 14.55 13.92

More Funds from Sahara Mutual Fund

Out of 14 mutual fund schemes offered by this AMC, and 14 schemes are not ranked. See more about AMC

Scheme Name
Crisil Rank
Asset Size (Cr)
1M
3M
6M
1Y
3Y
Sahara Liquid Fund - Direct Plan - Fixed Pricing - Growth NA 9.59 0.00 0.00 0.00 0.00 3.19
Sahara Liquid Fund - Direct Plan - Variable Pricing - Growth NA 9.59 0.34 1.11 2.43 5.32 5.65
Sahara Wealth Plus Fund - Direct Plan - Fixed Pricing - Growth NA 8.91 3.90 12.56 6.21 3.67 3.60
Sahara Wealth Plus Fund - Direct Plan - Variable Pricing - Growth NA 8.91 3.88 12.50 6.07 3.61 5.10
Sahara Midcap Fund - Direct Plan - Growth NA 7.91 4.61 11.16 6.37 8.26 9.20
Sahara Taxgain 97 Fund - Direct Plan - Growth NA 5.09 5.48 10.98 6.74 10.24 8.11
Sahara Infrastructure Fund - Direct Plan - Fixed Pricing - Growth NA 4.54 3.94 12.08 7.71 9.87 10.14
Sahara Infrastructure Fund - Direct Plan - Variable Pricing - Growth NA 4.54 3.76 11.53 6.68 7.85 9.44
Sahara Banking and Financial Services Fund - Direct Plan - Growth NA 4.45 9.22 11.81 7.00 20.17 16.33
Sahara Growth Fund - Direct Plan - Growth NA 4.12 6.30 11.26 8.35 14.08 10.98

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