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Sahara Star Value Fund - Direct Plan (D)

PLAN: Direct OPTIONS: Dividend
14.113 0.2 (1.41%)

NAV as on 30 Jan, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Sahara Mutual Fund FUND CLASS : Small & Mid Cap
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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 30 Jan, 2015)

Period Returns (%) Rank #
1 mth 3.2 118
3 mth 8.9 116
6 mth 26.6 114
1 year 89.4 77
2 year 36.9 82
3 year - -
5 year - -

# Moneycontrol Rank within 122 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.6 46.6 -16.2 -0.4 -
2013 -21.6 -5.8 -6.8 28.1 -7.4

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 3.2 8.9 26.6 89.4 36.9 -- --
Category avg 4.2 12.5 26.8 73.0 27.9 23.9 12.6
Difference of Fund returns and Category returns -1.0 -3.6 -0.2 16.4 9.0 -- --
Best of category 8.3 26.7 45.2 142.1 57.4 45.1 27.3
Worst of category -0.9 -3.0 4.6 52.8 23.7 17.9 10.3
Benchmark returns # 6.7 9.2 15.1 51.1 21.6 21.0 11.9
Difference of Fund returns and Benchmark returns -3.5 -0.3 11.5 38.3 15.3 -- --
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark S&P BSE 200
Asset Size (Rs cr) 0.56 (Dec-31-2014)
Minimum Investment Rs.5000
Last Dividend Rs.2.50 (Sep-01-2014) View Dividend History
Bonus N.A.
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 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 12 months from the date of allotment.

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

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opportunities (G) Rank 4
7,671.50 13.0 28.2 86.6 35.4 24.7
ICICI Pru Value Discovery Fund (G) Rank 4
6,934.14 10.5 23.8 92.7 36.2 22.6
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
IDFC Premier Equity - Regular (G) Rank 5
5,934.25 12.0 25.1 72.6 31.1 21.3
Sundaram Select Midcap -RP (G) Rank 4
2,473.95 15.0 31.2 96.2 34.2 20.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Mangalam Cement Cement 0.03 5.23
Crompton Greave Engineering 0.03 5.11
UCO Bank Banking/Finance 0.03 4.97
NALCO Metals & Mining 0.03 4.86
Syndicate Bank Banking/Finance 0.03 4.77
Ashok Leyland Automotive 0.03 4.66
Federal Bank Banking/Finance 0.03 4.47
Atul Chemicals 0.02 4.40
Subros Automotive 0.02 4.22
Exide Ind Automotive 0.02 4.03

Full Portfolio

Sector Allocation (Dec 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 17.06 20.45 3.87
Automotive 16.93 18.83 3.59
Cement 8.74 10.21 2.63
Engineering 8.53 25.07 7.32
Metals & Mining 8.33 11.44 2.32
Conglomerates 6.60 15.29 4.90

View All Sectors

Asset Allocation (%)(Dec 31, 14)

Equity 93.62
Others 1.45
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.93

View All

Concentration

Holdings (%)
Top 5 24.94
Top 10 46.72
Sector (%)
Top 3 42.73

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