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You are here : Moneycontrol > Mutual Funds > Diversified Equity > Sahara Mutual Fund > Sahara Wealth Plus Fund - Fixed Pricing Option - Direct Plan (D)

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

16.014
0.08 (0.48%)
NAV as on May-20-2013

Fund Family Sahara Mutual Fund

Fund Class Diversified Equity

Forms
ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL.
View Top ranked funds in other categories

Benchmark Index:
 
View Historic Graph From     To     

Returns (NAV as on May-20-2013)

Period Returns (%) Rank #
1 mth 6.4 -
3 mth -10.8 -
6 mth - -
1 year - -
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 90 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2013 -35.9 - - - -

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 6.4 -10.8 -- -- -- -- --
Category avg 3.9 2.0 4.7 19.0 4.9 5.2 3.9
Difference of Fund returns and Category returns 2.5 -12.8 -- -- -- -- --
Best of category 6.8 7.5 12.5 33.9 18.3 17.2 15.2
Worst of category -5.2 -6.9 -11.5 -3.7 -9.7 -5.3 -13.4
Benchmark returns # 4.7 3.6 7.4 22.6 5.1 5.3 2.8
Difference of Fund returns and Benchmark returns 1.7 -14.4 -- -- -- -- --
# Benchmark Index: CNX 500

Investment Info

Investment Objective

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jan 01, 2013
Benchmark CNX 500
Asset Size (Rs cr) 0.06 (Mar-30-2013)
Minimum Investment Rs.1000
Last Dividend Rs.2.50 (Mar-08-2013) 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

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Equity Fund (G) Rank 3
11,165.20 4.3 9.0 22.5 7.7 10.9
Reliance Growth Fund - RP (G) Rank 4
5,175.99 0.9 0.2 15.9 2.8 4.9
Reliance Equity Oppor - RP (G) Rank 1
4,956.08 1.8 4.2 22.5 12.3 13.0
ICICI Pru Dynamic Plan (G) Rank 2
3,850.96 0.2 4.0 15.6 7.2 7.5
SBI Contra Fund (G) Rank 3
2,539.41 1.8 8.8 22.3 4.5 4.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 13)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 0.34 3.71
Pidilite Ind Chemicals 0.34 3.66
Asian Paints Chemicals 0.33 3.57
ONGC Oil & Gas 0.33 3.56
Nestle Food & Beverage 0.32 3.53
Dr Reddys Labs Pharmaceuticals 0.30 3.31
Agro Tech Foods Miscellaneous 0.29 3.13
HUL Cons NonDurable 0.26 2.86
Maruti Suzuki Automotive 0.26 2.82
Jyothy Labs Cons NonDurable 0.25 2.70

Full Portfolio

Sector Allocation (Apr 30, 13)

Sector %

1-Year

HighLow

Banking/Finance 17.16 22.36 17.16
Pharmaceuticals 12.25 12.83 9.54
Cons NonDurable 10.40 10.40 4.60
Oil & Gas 7.93 8.21 4.46
Chemicals 7.23 7.85 2.40
Technology 7.08 9.30 4.95

View All Sectors

Asset Allocation (%)(Apr 30, 13)

Equity 87.88
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 12.12

View All

Concentration

Holdings (%)
Top 5 18.03
Top 10 32.85
Sector (%)
Top 3 39.81

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