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Sahara Star Value Fund (G) SET SMS ALERT

13.187
0.27 (2.09%)
NAV as on Apr-17-2014

Fund Family Sahara Mutual Fund

Fund Class Small & Mid Cap

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL 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 Apr-17-2014)

Period Returns (%) Rank #
1 mth 13.9 7
3 mth 17.0 16
6 mth 38.4 8
1 year 31.0 46
2 year 7.0 51
3 year 4.3 46
5 year - -

# Moneycontrol Rank within 96 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 8.3 - - - -
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 13.9 17.0 38.4 31.0 7.0 4.3 --
Category avg 8.3 13.5 27.7 30.1 8.6 5.3 10.5
Difference of Fund returns and Category returns 5.6 3.5 10.7 0.9 -1.6 -1.0 --
Best of category 15.8 24.9 48.9 45.8 26.5 16.8 30.3
Worst of category 3.9 6.9 13.7 11.1 7.0 2.3 14.1
Benchmark returns # 5.0 9.0 13.5 18.4 12.1 4.8 15.8
Difference of Fund returns and Benchmark returns 8.9 8.0 24.9 12.6 -5.1 -0.5 --
# 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) 0.99 (Dec-31-2013)
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 (%)
IDFC Premier Equity - Direct (G) Not Ranked
108.13 11.7 24.8 26.5 -- --
IDFC Premier Equity - A (G) Rank 3
3,297.14 11.6 24.4 25.7 12.6 25.3
IDFC Premier Equity - B (G) Not Ranked
42.96 11.6 24.5 25.8 12.7 25.4
ICICI Pru Discovery - Direct (G) Not Ranked
116.05 18.0 28.4 32.0 -- --
ICICI Pru Discovery Fund (G) Rank 3
2,679.50 17.7 27.9 31.1 13.0 28.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Voltas Conglomerates 0.05 4.90
Crompton Greave Engineering 0.05 4.72
TVS Motor Automotive 0.05 4.34
Torrent Pharma Pharmaceuticals 0.05 4.32
Bank of India Banking/Finance 0.05 4.25
Dishman Pharma Pharmaceuticals 0.04 4.00
Atul Chemicals 0.04 3.86
Kalpataru Power Engineering 0.04 3.77
JK Tyre & Ind Automotive 0.04 3.75
PTC India Services 0.04 3.71

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Technology 13.59 13.59 3.23
Automotive 13.55 19.05 5.01
Chemicals 13.01 17.10 8.71
Banking/Finance 11.83 19.79 9.04
Pharmaceuticals 11.69 12.74 2.75
Engineering 8.49 10.57 4.45

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 92.84
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 7.15

View All

Concentration

Holdings (%)
Top 5 22.53
Top 10 41.62
Sector (%)
Top 3 40.15

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