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Sahara Star Value Fund (G)

PLAN: Regular OPTIONS: Growth
17.554 0.07 (0.42%)

NAV as on 22 Dec, 2014

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:
 
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Returns (NAV as on 22 Dec, 2014)

Period Returns (%) Rank #
1 mth -4.9 114
3 mth -4.2 115
6 mth 0.2 114
1 year 59.0 79
2 year 22.3 84
3 year 22.6 47
5 year 10.0 42

# Moneycontrol Rank within 120 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.3 45.8 -1.8 - -
2013 -19.4 -5.9 -6.8 28.0 -5.0
2012 19.2 -3.1 5.9 -2.9 25.0
2011 -14.1 5.3 -9.1 -11.5 -26.5
2010 -0.9 5.9 11.6 -6.4 13.1
2009 - - 4.2 3.9 8.4

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 -4.9 -4.2 0.2 59.0 22.3 22.6 10.0
Category avg 0.8 8.3 23.8 60.8 25.4 14.0 6.6
Difference of Fund returns and Category returns -5.7 -12.5 -23.6 -1.8 -3.1 8.6 3.4
Best of category 6.0 15.2 43.5 117.2 47.3 46.4 25.3
Worst of category -4.9 -4.2 0.2 40.0 18.5 22.6 10.0
Benchmark returns # -2.0 2.8 11.8 35.9 19.4 21.8 10.3
Difference of Fund returns and Benchmark returns -2.9 -7.0 -11.6 23.1 2.9 0.8 -0.3
# Benchmark Index: S&P BSE 200

Investment Info

Investment Objective

The investment objective would be to provide long term capital appreciation by investing predominantly in equity / equity related instruments of select companies based on value parameters.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Aug 28, 2009
Benchmark S&P BSE 200
Asset Size (Rs cr) 1.83 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend N.A. 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 3
6,209.50 10.4 24.0 73.5 38.0 23.7
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 10.6 24.5 74.7 -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 5.9 20.7 74.1 -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 5.7 20.2 72.8 38.7 21.6
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 8.0 25.1 59.9 32.4 20.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Mangalam Cement Cement 0.14 6.16
Mangalam Cement Cement 0.14 6.16
NALCO Metals & Mining 0.12 5.21
NALCO Metals & Mining 0.12 5.21
UCO Bank Banking/Finance 0.11 4.93
UCO Bank Banking/Finance 0.11 4.93
Crompton Greave Engineering 0.11 4.92
Crompton Greave Engineering 0.11 4.92
Ashok Leyland Automotive 0.10 4.51
Ashok Leyland Automotive 0.10 4.51

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 40.90 20.45 3.87
Automotive 32.98 19.05 3.59
Metals & Mining 17.14 11.44 2.32
Engineering 17.10 25.07 6.83
Conglomerates 15.28 15.29 4.12
Pharmaceuticals 14.48 11.69 4.04

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 95.39
Others 1.38
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 3.23

View All

Concentration

Holdings (%)
Top 5 27.67
Top 10 51.46
Sector (%)
Top 3 91.02

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