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Sahara Tax Gain (G) SET SMS ALERT

60.711
0.21 (0.35%)
NAV as on Sep-17-2014
NAV as on Sep-17-2014

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:
 
View Historic Graph From     To     

Returns (NAV as on Sep-17-2014)

Period Returns (%) Rank #
1 mth 5.6 22
3 mth 6.5 80
6 mth 38.8 21
1 year 64.5 19
2 year 25.9 20
3 year 20.0 21
5 year 14.4 16

# 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 5.6 6.5 38.8 64.5 25.9 20.0 14.4
Category avg 4.8 9.8 33.1 53.3 14.2 10.5 6.6
Difference of Fund returns and Category returns 0.8 -3.3 5.7 11.2 11.7 9.5 7.8
Best of category 9.7 18.4 58.6 103.2 38.0 28.7 20.8
Worst of category -0.3 2.5 9.6 19.3 11.9 7.8 3.5
Benchmark returns # 2.0 4.7 26.1 41.3 20.5 16.3 9.8
Difference of Fund returns and Benchmark returns 3.6 1.8 12.7 23.2 5.4 3.7 4.6
# 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 (%)
SBI Magnum Tax Gain - Direct (G) Not Ranked
44.01 10.3 34.6 59.2 -- --
SBI Magnum Tax Gain (G) Rank 3
4,327.68 10.1 34.3 58.5 22.4 13.6
HDFC Tax Saver - Direct (G) Not Ranked
74.77 7.9 43.9 70.6 -- --
HDFC Tax Saver (G) Rank 3
4,036.36 7.8 43.5 69.6 21.3 16.4
Reliance Tax Saver(ELSS)-Direct (G) Not Ranked
25.60 14.8 58.6 103.2 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Reliance Oil & Gas 0.62 5.10
Kesoram Conglomerates 0.56 4.57
Bharti Airtel Telecom 0.52 4.27
IDFC Banking/Finance 0.44 3.61
Tech Mahindra Technology 0.43 3.52
NMDC Metals & Mining 0.43 3.48
Tata Comm Telecom 0.41 3.34
Bharat Forge Manufacturing 0.40 3.26
Larsen Engineering 0.39 3.20
Shree Renuka Food & Beverage 0.39 3.19

Full Portfolio

Sector Allocation (Jul 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 20.37 20.37 3.44
Engineering 10.20 10.20 1.66
Oil & Gas 8.86 10.35 2.69
Metals & Mining 8.56 8.59 4.97
Manufacturing 7.82 13.39 6.49
Telecom 7.61 8.49 2.93

View All Sectors

Asset Allocation (%)(Jul 31, 14)

Equity 96.21
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.79

View All

Concentration

Holdings (%)
Top 5 21.07
Top 10 37.54
Sector (%)
Top 3 39.43

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