Sahara Asset Management Company Private LimitedGrowth20.7 years
Buying brief
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 3 Apr 2020
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Watch if · Three-year return sits below the 25th percentile of comparable share classes.
Prefer peers if · Prefer Sahara Midcap Fund-Dividend if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
20.7 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Watch
Peak-to-trough -35.6%. Ask whether you can hold through a similar fall.
Vs category
Pass
88% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Same-category peers are preloaded into compare when available.
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
NAV
Path not in current snapshots
n/a
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
SIP XIRR
Equal monthly instalments to latest NAV
Peak to trough from a running NAV high, with the path and recovery episodes.
Drawdown
Path not in current snapshots
n/a
15 Jan 2018 – open
Trough 23 Mar 2020 · not recovered
-35.6%
4 Jan 2013 – 12 May 2014
Trough 28 Aug 2013 · recovered in 257 days
-32.7%
7 Aug 2015 – 11 Jul 2016
Trough 29 Feb 2016 · recovered in 133 days
-23.1%
7 Jul 2014 – 2 Mar 2015
Trough 16 Oct 2014 · recovered in 137 days
-13.3%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
17
Vs category
46
Consistency
79
Risk-adjusted
29
Drawdown
11
Mean
36
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
Supporting reads
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
3 Apr 2020
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
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Sahara Asset Management Company Private Limited
Sahara Asset Management Company Private LimitedGrowth20.7 years
Buying brief
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 3 Apr 2020
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
Watch if · Three-year return sits below the 25th percentile of comparable share classes.
Prefer peers if · Prefer Sahara Midcap Fund-Dividend if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
20.7 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Watch
Peak-to-trough -35.6%. Ask whether you can hold through a similar fall.
Vs category
Pass
88% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
n/a
Holdings weights not on file for this scheme yet.
Same-category peers are preloaded into compare when available.
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
NAV
3 Apr 2020 · -27.1% over 1Y
22.7307
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
SIP XIRR
Equal monthly instalments to latest NAV
Peak to trough from a running NAV high, with the path and recovery episodes.
Drawdown
3 Apr 2020
-35.5%
15 Jan 2018 – open
Trough 23 Mar 2020 · not recovered
-35.6%
4 Jan 2013 – 12 May 2014
Trough 28 Aug 2013 · recovered in 257 days
-32.7%
7 Aug 2015 – 11 Jul 2016
Trough 29 Feb 2016 · recovered in 133 days
-23.1%
7 Jul 2014 – 2 Mar 2015
Trough 16 Oct 2014 · recovered in 137 days
-13.3%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
17
Vs category
46
Consistency
79
Risk-adjusted
29
Drawdown
11
Mean
36
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
Supporting reads
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
3 Apr 2020