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Sahara Tax Gain (G) SET SMS ALERT

57.297
0.44 (0.76%)
NAV as on Jul-28-2014

Fund Family Sahara Mutual Fund

Fund Class ELSS

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) 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 Jul-28-2014)

Period Returns (%) Rank #
1 mth -5.2 86
3 mth 21.2 28
6 mth 37.6 20
1 year 54.4 15
2 year 25.0 23
3 year 15.0 18
5 year 15.8 14

# Moneycontrol Rank within 88 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.8 31.3 - - -
2013 -12.5 0.3 -0.8 17.8 4.9
2012 18.1 -1.3 7.1 3.0 32.5
2011 -8.3 0.3 -8.5 -8.7 -23.3
2010 -2.2 8.0 13.8 -2.9 19.1
2009 -5.0 48.7 23.5 4.8 87.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -5.2 21.2 37.6 54.4 25.0 15.0 15.8
Category avg 0.5 19.5 32.9 43.2 14.1 7.5 7.0
Difference of Fund returns and Category returns -5.7 1.7 4.7 11.2 10.9 7.5 8.8
Best of category 4.2 30.4 59.5 83.6 37.1 23.0 20.2
Worst of category -5.2 5.9 10.6 20.4 14.5 -0.1 2.8
Benchmark returns # 0.7 15.6 29.3 36.2 22.3 11.5 10.8
Difference of Fund returns and Benchmark returns -5.9 5.6 8.3 18.2 2.7 3.5 5.0
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

Aims to mobilise savings from a wide cross section of people and to provide them attractive returns, security and liquidity through investments in capital and money markets.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Apr 01, 1997
Benchmark S&P BSE 200
Asset Size (Rs cr) 10.96 (Jun-30-2014)
Minimum Investment Rs.500
Last Dividend N.A. View Dividend History
Bonus 7 : 1 ()
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 0.00%
Load Comments The scheme was launch on 1st April 1997 has close-ended and was open ended from November 7th 2002

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

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Tax Saver (G) Rank 3
4,036.36 21.9 42.7 61.6 14.4 17.1
SBI Magnum Tax Gain (G) Rank 3
4,327.68 20.5 35.9 50.1 17.2 14.5
Reliance Tax Saver (ELSS) (G) Rank 1
2,413.63 30.2 58.9 82.4 20.9 20.2
UTI Master Equity Plan (US) Not Ranked
1,428.55 16.8 29.0 37.8 13.0 12.8
Axis Long Term Equity Fund (G) Rank 1
1,310.99 23.6 42.9 61.3 23.0 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jun 30, 14)

Equity Sector Value
(Rs cr)
Asset %
Kesoram Conglomerates 0.53 4.86
Reliance Oil & Gas 0.43 3.91
Mahindra CIE Manufacturing 0.41 3.71
Shree Renuka Food & Beverage 0.40 3.63
Biocon Pharmaceuticals 0.38 3.51
NMDC Metals & Mining 0.38 3.51
Larsen Engineering 0.37 3.40
Tata Comm Telecom 0.37 3.33
Tech Mahindra Technology 0.36 3.31
PTC India Services 0.33 3.05

Full Portfolio

Sector Allocation (Jun 30, 14)

Sector %

1-Year

HighLow

Banking/Finance 18.08 21.88 3.44
Manufacturing 10.74 13.39 6.49
Metals & Mining 8.56 8.59 4.66
Oil & Gas 7.68 10.35 2.69
Pharmaceuticals 6.10 15.34 6.10
Telecom 6.05 8.49 2.39

View All Sectors

Asset Allocation (%)(Jun 30, 14)

Equity 96.66
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.36

View All

Concentration

Holdings (%)
Top 5 19.62
Top 10 36.22
Sector (%)
Top 3 37.38

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