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

19.449
0.21 (1.09%)
NAV as on Apr-17-2014

Fund Family Sahara Mutual Fund

Fund Class Small & Mid Cap

Forms
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 5.7 80
3 mth 7.4 92
6 mth 17.1 88
1 year 30.3 50
2 year - -
3 year - -
5 year - -

# Moneycontrol Rank within 96 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 4.9 - - - -
2013 -35.9 3.8 -0.7 16.4 -21.5

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 5.7 7.4 17.1 30.3 -- -- --
Category avg 8.3 13.5 27.7 30.1 8.6 5.3 10.5
Difference of Fund returns and Category returns -2.6 -6.1 -10.6 0.2 -- -- --
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 # 5.5 9.7 15.1 19.0 12.0 4.8 15.2
Difference of Fund returns and Benchmark returns 0.2 -2.3 2.0 11.3 -- -- --
# 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) 0.04 (Dec-31-2013)
Minimum Investment Rs.1000
Last Dividend Rs.2.50 (Mar-07-2013) 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

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 %
Infosys Technology 0.54 5.32
Voltas Conglomerates 0.49 4.83
Wipro Technology 0.41 4.03
TVS Motor Automotive 0.39 3.84
TCS Technology 0.39 3.84
Biocon Pharmaceuticals 0.34 3.41
Persistent Technology 0.34 3.38
Tech Mahindra Technology 0.34 3.34
Dr Reddys Labs Pharmaceuticals 0.32 3.16
Hero Motocorp Automotive 0.31 3.13

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Technology 19.91 19.91 7.08
Pharmaceuticals 17.85 17.85 7.35
Automotive 13.09 13.09 5.34
Cons NonDurable 7.90 10.40 3.61
Banking/Finance 7.26 19.47 7.16
Food & Beverage 5.11 6.98 2.27

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 91.79
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 8.19

View All

Concentration

Holdings (%)
Top 5 21.86
Top 10 38.28
Sector (%)
Top 3 50.85

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