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Sahara Wealth Plus Fund - Fixed Pricing Option - Direct Plan (G)

PLAN: Direct OPTIONS: Growth
36.234 0.1 (0.28%)

NAV as on 21 Nov, 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 21 Nov, 2014)

Period Returns (%) Rank #
1 mth 6.2 91
3 mth 10.9 94
6 mth 19.1 104
1 year 53.6 91
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 118 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 4.9 20.0 8.2 - -
2013 8.6 3.9 -0.6 16.5 33.3

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 6.2 10.9 19.1 53.6 -- -- --
Category avg 7.8 13.3 30.6 67.0 14.6 12.9 6.9
Difference of Fund returns and Category returns -1.6 -2.4 -11.5 -13.4 -- -- --
Best of category 13.9 20.2 58.4 121.3 48.8 42.7 26.0
Worst of category 3.6 8.3 14.6 42.9 23.3 20.7 10.3
Benchmark returns # 7.4 8.0 18.2 47.8 23.9 21.9 10.4
Difference of Fund returns and Benchmark returns -1.2 2.9 0.9 5.8 -- -- --
# Benchmark Index: CNX 500

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Jan 01, 2013
Benchmark CNX 500
Asset Size (Rs cr) 0.04 (Sep-30-2014)
Minimum Investment Rs.1000
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 Opport.- Direct (G) Not Ranked
433.50 13.6 32.1 88.2 -- --
HDFC MidCap Opportunities (G) Rank 3
6,209.50 13.4 31.7 87.0 34.7 24.3
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 9.1 27.8 84.5 -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 8.9 27.3 83.2 36.0 23.1
IDFC Premier Equity - Direct (G) Not Ranked
398.22 12.3 29.4 68.2 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 0.53 4.79
HDFC Bank Banking/Finance 0.50 4.57
Colgate Cons NonDurable 0.46 4.23
Motherson Sumi Automotive 0.46 4.21
Exide Ind Automotive 0.41 3.73
Wipro Technology 0.41 3.69
City Union Bank Banking/Finance 0.38 3.47
EngineersInd Engineering 0.38 3.47
TVS Motor Automotive 0.36 3.30
Glenmark Pharmaceuticals 0.36 3.27

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Automotive 27.83 27.83 10.26
Banking/Finance 14.14 20.77 5.65
Technology 11.23 19.91 11.14
Pharmaceuticals 10.15 17.85 4.57
Cons NonDurable 7.01 7.90 3.61
Engineering 6.50 14.79 2.96

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 95.54
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.46

View All

Concentration

Holdings (%)
Top 5 21.53
Top 10 38.73
Sector (%)
Top 3 53.20

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