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Sahara Wealth Plus - Variable Pricing Option (D)

PLAN: Regular OPTIONS: Dividend
28.117 0.45 (1.63%)

NAV as on 22 Dec, 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 22 Dec, 2014)

Period Returns (%) Rank #
1 mth - 106
3 mth 4.5 108
6 mth 15.8 103
1 year 43.9 94
2 year 27.9 73
3 year 28.0 42
5 year 15.9 33

# Moneycontrol Rank within 120 Small & Mid Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 5.1 20.2 8.3 - -
2013 -21.3 4.0 -0.5 16.6 -3.1
2012 12.7 -2.0 11.3 3.9 31.7
2011 -10.4 2.1 -8.7 -7.7 -23.2
2010 -0.8 10.3 13.8 -17.0 4.6
2009 -4.6 38.2 17.1 4.7 63.6

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 -- 4.5 15.8 43.9 27.9 28.0 15.9
Category avg 0.8 8.3 23.8 60.8 25.4 14.0 6.6
Difference of Fund returns and Category returns -- -3.8 -8.0 -16.9 2.5 14.0 9.3
Best of category 6.0 15.2 43.5 117.2 47.3 46.4 25.3
Worst of category -4.9 -4.2 0.2 40.0 18.5 22.6 10.0
Benchmark returns # -2.0 2.5 11.7 38.2 19.9 22.4 10.1
Difference of Fund returns and Benchmark returns -- 2.0 4.1 5.7 8.0 5.6 5.8
# Benchmark Index: CNX 500

Investment Info

Investment Objective

To invest in equity and equity related instruments of companies that would be wealth builders in the long term.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Jul 22, 2005
Benchmark CNX 500
Asset Size (Rs cr) 8.56 (Sep-30-2014)
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

Small & Mid Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC MidCap Opportunities (G) Rank 3
6,209.50 10.4 24.0 73.5 38.0 23.7
HDFC MidCap Opport.- Direct (G) Not Ranked
433.50 10.6 24.5 74.7 -- --
ICICI Pru Value Discovery - DP (G) Not Ranked
336.08 5.9 20.7 74.1 -- --
ICICI Pru Value Discovery Fund (G) Rank 3
5,726.69 5.7 20.2 72.8 38.7 21.6
IDFC Premier Equity - Regular (G) Rank 4
5,220.41 8.0 25.1 59.9 32.4 20.9
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
City Union Bank Banking/Finance 0.65 5.73
City Union Bank Banking/Finance 0.65 5.73
Glenmark Pharmaceuticals 0.61 5.41
Glenmark Pharmaceuticals 0.61 5.41
HDFC Bank Banking/Finance 0.53 4.64
HDFC Bank Banking/Finance 0.53 4.64
Colgate Cons NonDurable 0.51 4.51
Colgate Cons NonDurable 0.51 4.51
Infosys Technology 0.50 4.42
Infosys Technology 0.50 4.42

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Automotive 46.54 27.83 10.26
Banking/Finance 41.22 20.77 5.65
Technology 24.62 19.91 11.14
Engineering 17.66 14.79 2.96
Cons NonDurable 14.30 7.90 3.61
Pharmaceuticals 10.82 17.85 4.57

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 95.29
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 4.69

View All

Concentration

Holdings (%)
Top 5 26.92
Top 10 49.42
Sector (%)
Top 3 112.38

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