SENSEX NIFTY
You are here : Moneycontrol > Mutual Funds > Small & Mid Cap > Sahara Mutual Fund > Sahara Wealth Plus Fund - Fixed Pricing Option - Direct Plan (G)

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

34.130
0.41 (1.22%)
NAV as on Oct-22-2014
NAV as on Oct-22-2014

Fund Family Sahara Mutual Fund

Fund Class Small & Mid Cap

Forms
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 Oct-22-2014)

Period Returns (%) Rank #
1 mth -1.7 106
3 mth 5.7 100
6 mth 24.1 105
1 year 45.4 90
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 120 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 -1.7 5.7 24.1 45.4 -- -- --
Category avg -0.4 8.7 35.2 58.4 12.6 10.6 6.3
Difference of Fund returns and Category returns -1.3 -3.0 -11.1 -13.0 -- -- --
Best of category 1.6 16.2 62.5 124.3 43.7 36.6 25.3
Worst of category -3.9 2.2 23.9 44.9 17.9 16.6 8.7
Benchmark returns # -- 3.2 20.5 36.8 19.7 16.9 9.5
Difference of Fund returns and Benchmark returns -1.7 2.5 3.6 8.6 -- -- --
# 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 (Jun-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 (%)
ICICI Pru Value Discovery - Inst -I Not Ranked
6.75 0.0 0.0 -- -- --
HDFC MidCap Opportunities (G) Rank 3
4,228.85 9.5 35.1 78.2 28.8 22.8
ICICI Pru Value Discovery Fund (G) Rank 3
3,894.59 8.3 38.7 79.2 32.1 22.0
IDFC Premier Equity - Regular (G) Rank 4
4,049.48 7.3 30.8 60.2 24.1 20.3
Sundaram Select Midcap -RP (G) Rank 3
1,917.35 7.3 37.4 74.4 25.7 17.3
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Motherson Sumi Automotive - 4.64
Bajaj Finance Banking/Finance - 4.27
Sona Koyo Stee Automotive - 4.12
Exide Ind Automotive - 4.06
Wipro Technology - 3.90
Glenmark Pharmaceuticals - 3.78
City Union Bank Banking/Finance - 3.69
Tech Mahindra Technology - 3.63
Adani Ports Engineering - 3.53
Coal India Metals & Mining - 3.41

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

Automotive 28.68 18.68 9.73
Banking/Finance 16.96 20.77 5.65
Technology 10.29 19.91 11.14
Pharmaceuticals 9.25 17.85 4.57
Engineering 6.67 14.79 2.96
Metals & Mining 6.09 8.50 2.28

View All Sectors

Asset Allocation (%)(Aug 28, 14)

Equity 97.61
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 2.38

View All

Concentration

Holdings (%)
Top 5 20.99
Top 10 39.03
Sector (%)
Top 3 55.93

News & Videos

News

Messages & Community

Explore Moneycontrol

Copyright © e-Eighteen.com Ltd. All rights reserved. Reproduction of news articles, photos, videos or any other content in whole or in part in any form or medium without express written permission of moneycontrol.com is prohibited.