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SET SMS ALERT Fund Family Sahara Mutual Fund
Fund Class Diversified Equity
Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -4.3 | 84 |
| 3 mth | -7.4 | 85 |
| 6 mth | -15.2 | 85 |
| 1 year | -7.2 | 86 |
| 2 year | -6.9 | 84 |
| 3 year | -4.7 | 79 |
| 5 year | - | - |
# Moneycontrol Rank within 89 Diversified Equity Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -19.4 | - | - | - | - |
| 2012 | 19.1 | -3.2 | 5.9 | -2.9 | 24.8 |
| 2011 | -14.1 | 5.3 | -9.1 | -11.6 | -26.7 |
| 2010 | -0.9 | 5.8 | 2.6 | -6.4 | 3.8 |
| 2009 | - | - | 4.2 | 3.9 | 8.4 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Diversified Equity)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -4.3 | -7.4 | -15.2 | -7.2 | -6.9 | -4.7 | -- |
| Category avg | 0.1 | -0.8 | 0.5 | 15.2 | 3.2 | 4.2 | 4.1 |
| Difference of Fund returns and Category returns | -4.4 | -6.6 | -15.7 | -22.4 | -10.1 | -8.9 | -- |
| Best of category | 6.8 | 6.2 | 8.1 | 31.1 | 16.5 | 16.3 | 15.7 |
| Worst of category | -9.6 | -10.6 | -15.2 | -7.2 | -11.9 | -6.8 | -13.2 |
| Benchmark returns # | 2.2 | 1.3 | 5.1 | 22.0 | 4.0 | 4.7 | 2.9 |
| Difference of Fund returns and Benchmark returns | -6.5 | -8.7 | -20.3 | -29.2 | -10.9 | -9.4 | -- |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Aug 28, 2009 |
| Benchmark | S&P BSE 200 |
| Asset Size (Rs cr) | 1.27 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.1.00 (Aug-16-2010) 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/ |
| Diversified Equity | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Equity Fund (G) | Rank 3 |
11,165.20 | 0.1 | 3.3 | 17.1 | 6.2 | 10.8 |
| Reliance Growth Fund - RP (G) | Rank 4 |
5,175.99 | -3.1 | -5.1 | 12.0 | 1.5 | 5.1 |
| Reliance Equity Oppor - RP (G) | Rank 1 |
4,956.08 | -2.1 | -0.8 | 17.3 | 10.6 | 13.3 |
| ICICI Pru Dynamic Plan (G) | Rank 2 |
3,850.96 | -2.6 | 0.3 | 11.9 | 6.1 | 7.9 |
| SBI Contra Fund (G) | Rank 3 |
2,539.41 | -1.3 | 4.2 | 18.8 | 3.3 | 4.5 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| Elgi Rubber | Automotive | 0.07 | 6.40 |
| Finolex Cables | Telecom | 0.06 | 5.37 |
| Cox & Kings | Miscellaneous | 0.06 | 5.05 |
| CESC | Utilities | 0.06 | 4.97 |
| MRPL | Oil & Gas | 0.06 | 4.95 |
| Kalpataru Power | Engineering | 0.06 | 4.87 |
| Nagarjuna Fert | Chemicals | 0.05 | 4.71 |
| GIC Housing Fin | Banking/Finance | 0.05 | 4.57 |
| HPCL | Oil & Gas | 0.04 | 3.73 |
| Suryalakshmi Co | Manufacturing | 0.04 | 3.62 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 15.71 | 15.88 | 2.61 |
| Chemicals | 10.08 | 12.66 | 4.84 |
| Oil & Gas | 8.68 | 9.01 | 2.60 |
| Engineering | 7.88 | 13.57 | 7.88 |
| Miscellaneous | 7.42 | 11.81 | 2.62 |
| Manufacturing | 6.70 | 8.88 | 6.69 |
| Equity | 82.21 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 17.81 |
| Holdings | (%) |
|---|---|
| Top 5 | 26.74 |
| Top 10 | 48.24 |
| Sector | (%) |
|---|---|
| Top 3 | 34.47 |
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