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SET SMS ALERT Fund Family Sahara Mutual Fund
Fund Class Small & Mid Cap
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.4 | 29 |
| 3 mth | -3.7 | 40 |
| 6 mth | -9.6 | 44 |
| 1 year | 4.8 | 46 |
| 2 year | -1.8 | 45 |
| 3 year | 0.7 | 38 |
| 5 year | 4.4 | 27 |
# Moneycontrol Rank within 50 Small & Mid Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -15.8 | - | - | - | - |
| 2012 | 19.8 | -4.3 | 8.3 | 2.4 | 33.1 |
| 2011 | -11.6 | 1.8 | -7.7 | -13.2 | -27.4 |
| 2010 | 0.9 | 7.3 | 13.3 | -3.5 | 21.3 |
| 2009 | -12.6 | 75.3 | 18.8 | 7.0 | 100.7 |
| 2008 | -34.0 | -10.8 | -5.7 | -24.0 | -59.6 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Small & Mid Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.4 | -3.7 | -9.6 | 4.8 | -1.8 | 0.7 | 4.4 |
| Category avg | 0.7 | -1.5 | -2.8 | 14.9 | 4.8 | 4.8 | 5.4 |
| Difference of Fund returns and Category returns | -0.3 | -2.2 | -6.8 | -10.1 | -6.6 | -4.1 | -1.0 |
| Best of category | 5.3 | 4.0 | 3.8 | 28.1 | 19.4 | 18.0 | 16.2 |
| Worst of category | -5.9 | -8.7 | -13.7 | -0.5 | -6.5 | -7.4 | -6.3 |
| Benchmark returns # | 0.9 | -0.8 | 0.2 | 14.4 | 0.2 | 0.9 | 2.9 |
| Difference of Fund returns and Benchmark returns | -0.5 | -2.9 | -9.8 | -9.6 | -2.0 | -0.2 | 1.5 |
Investment Objective
An open ended growth fund with an objective to achieve long term capital growth at medium level of risks by investing primarily in mid-cap stocks.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Dec 22, 2004 |
| Benchmark | CNX Midcap |
| Asset Size (Rs cr) | 9.60 (Mar-30-2013) |
| Minimum Investment | Rs.1000 |
| Last Dividend | Rs.3.00 (Dec-24-2010) View Dividend History |
| Bonus | N.A. |
| Fund Manager | A. N. Sridhar View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| 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. |
| Regd. Office | 97-98, 9th Floor, Atlanta, Nariman Point, Mumbai , 400021 |
|---|---|
| Tel. No. | 022 67520121 / 32424005 / 06 |
| Fax No. | (022) 66547855 |
| customercare@firstindiamutual.com | |
| Website | http://www.saharamutual.com/ |
| Small & Mid Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| IDFC Premier Equity - A (G) | Rank 2 |
3,381.06 | -0.7 | -1.1 | 18.1 | 11.1 | 12.4 |
| HDFC MidCap Opportunities (G) | Rank 2 |
2,719.45 | -0.4 | -0.1 | 15.0 | 10.6 | 12.9 |
| ICICI Pru Discovery Fund (G) | Rank 2 |
2,538.81 | -2.6 | 0.5 | 15.2 | 7.7 | 14.1 |
| SBI Emerging Busi (G) | Rank 1 |
1,214.96 | -1.0 | -1.1 | 25.4 | 18.0 | 11.2 |
| Sundaram Select Midcap -RP (G) | Rank 3 |
1,930.19 | 0.4 | -4.1 | 16.7 | 6.5 | 9.0 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Jyothy Labs | Cons NonDurable | 0.32 | 3.70 |
| AdityaBirlaNuvo | Manufacturing | 0.31 | 3.60 |
| Elgi Rubber | Automotive | 0.29 | 3.37 |
| HPCL | Oil & Gas | 0.28 | 3.16 |
| Pidilite Ind | Chemicals | 0.27 | 3.14 |
| Biocon | Pharmaceuticals | 0.27 | 3.13 |
| Finolex Cables | Telecom | 0.24 | 2.80 |
| City Union Bank | Banking/Finance | 0.24 | 2.69 |
| Crompton Greave | Engineering | 0.23 | 2.64 |
| Navneet | Miscellaneous | 0.23 | 2.63 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 17.11 | 19.68 | 10.54 |
| Manufacturing | 11.88 | 12.91 | 11.29 |
| Oil & Gas | 7.78 | 7.78 | 2.10 |
| Chemicals | 7.47 | 7.47 | 2.01 |
| Pharmaceuticals | 7.26 | 14.39 | 7.26 |
| Engineering | 7.21 | 9.71 | 6.09 |
| Equity | 90.28 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 9.70 |
| Holdings | (%) |
|---|---|
| Top 5 | 16.97 |
| Top 10 | 30.86 |
| Sector | (%) |
|---|---|
| Top 3 | 36.77 |
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