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you are here: Moneycontrol Mutual Funds Small & Mid Cap Sahara Mutual Fund Sahara Wealth Plus Fund - Fixed Pricing Option - Direct Plan (D)

Sahara Wealth Plus Fund - Fixed Pricing Option - Direct Plan (D)

Plan: Direct | Option: Dividend | Type : Open-Ended | AMFI Code: 120341
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32.080 0.00 ( 0.00 %)
NAV as on 21 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 21, 2018)
Period Returns(%) Rank#
1 Month -1.1 59
3 Months -1.3 81
6 Months -10.5 94
1 Year -2.5 120
2 Years 10.4 118
3 Years 6.8 112
5 Years 16.1 78

# 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 -10.6 - - - -
2017 14.3 3.8 0.6 10.2 33.0
2016 -4.4 6.5 5.7 -6.7 3.2
2015 2.9 -1.9 -7.4 5.4 0.9
2014 4.9 20.0 8.2 4.6 42.4
2013 -35.9 3.8 -0.7 16.4 -21.5

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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 -1.1 -1.3 -10.5 -2.5 -2.5 10.4 6.8
Category average -1.7 -1.3 -8.7 4.9 14.8 10.5 13.7
Difference of Fund returns and Category returns 0.6 0 -1.8 -7.4 -17.3 -0.1 -6.9
Best of Category 2.1 5.9 11.7 29.8 34.2 24.4 37
Worst of Category -7.1 -9.3 -17.1 -5.7 7.4 6.4 15.7
Benchmark returns # 1.7 4.4 -1.4 10.4 16.3 10.5 16.4
Difference of Fund returns and Benchmark returns -2.8 -5.7 -9.1 -12.9 -18.8 -0.1 -9.6
# Benchmark Index: NIFTY 500

Investment Information

Investment Objective

N.A.

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 1.2 -5.1 8.0 16.0 27.6
HDFC Mid-Cap Opportunities Fund (G) 17,638.27 56.1 0.9 -5.6 6.9 14.9 26.5
Franklin India Smaller Companies Fund - Direct Plan (G) 1,472.67 61.8 -0.7 -6.8 7.3 17.3 30.3
Franklin India Smaller Companies Fund (G) 5,748.37 58.2 -1.0 -7.4 6.0 15.8 28.8
Reliance Small Cap Fund - Direct Plan (G) 1,001.82 44.6 -2.6 -9.7 12.2 23.1 37.0
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on May 31, 2018
Company Sector Value %Assets
Exide Ind Automotive 0.32 4.04
Mold-Tek Pack Manufacturing 0.40 3.72
Bajaj Finserv Banking/Finance 0.32 3.24
Britannia Food & Beverage 0.36 3.22
BPCL Oil & Gas 0.31 3.12
City Union Bank Banking/Finance 0.31 3.09
Nilkamal Manufacturing 0.29 2.98
Bharat Fin Banking/Finance 0.29 2.97
Persistent Technology 0.29 2.94
Atul Chemicals 0.32 2.92
Asset Allocation (%) As on May 31, 2018
Equity 88.30
Others 0.00
Debt 0.00
Mutual Funds 0.00
Money Market 0.00
Cash / Call 11.70
Sector Allocation (%) As on May 31, 2018
Sector %
Automotive 14.76
Banking/Finance 14.64
Chemicals 13.95
Manufacturing 8.09
Oil & Gas 8.02
Pharmaceuticals 5.16
Concentration As on May 31, 2018
Holdings %
Top 5 17.34
Top 10 88.3
Sectors %
Top 3 43.35
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