Sahara Asset Management Company Private LimitedLiquid24.7 years
Buying brief
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 27 Mar 2020
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 100% of rolling 3-year windows.
Fits if · Three-year return is above the category median.
Buy checklist
History depth
Pass
24.7 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Pass
Peak-to-trough -0.2%. Ask whether you can hold through a similar fall.
Vs category
Pass
100% 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
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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 Jul 2013 – 22 Jul 2013
Trough 16 Jul 2013 · recovered in 6 days
-0.2%
22 Jul 2013 – 29 Jul 2013
Trough 24 Jul 2013 · recovered in 5 days
-0.1%
30 Jul 2019 – 1 Aug 2019
Trough 31 Jul 2019 · recovered in 1 days
-0.0%
11 Aug 2013 – 14 Aug 2013
Trough 12 Aug 2013 · recovered in 2 days
-0.0%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
79
Consistency
100
Risk-adjusted
0
Drawdown
99
Mean
76
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
Supporting reads
No holdings or recent changes on file for this scheme yet.
Sahara Asset Management Company Private LimitedLiquid24.7 years
Buying brief
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 27 Mar 2020
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 100% of rolling 3-year windows.
Fits if · Three-year return is above the category median.
Buy checklist
History depth
Pass
24.7 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
n/a
TER not on file yet.
Drawdown vs peers
Pass
Peak-to-trough -0.2%. Ask whether you can hold through a similar fall.
Vs category
Pass
100% 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
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
NAV
27 Mar 2020 · +4.6% over 1Y
3,348.2894
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
27 Mar 2020
-0.0%
15 Jul 2013 – 22 Jul 2013
Trough 16 Jul 2013 · recovered in 6 days
-0.2%
22 Jul 2013 – 29 Jul 2013
Trough 24 Jul 2013 · recovered in 5 days
-0.1%
30 Jul 2019 – 1 Aug 2019
Trough 31 Jul 2019 · recovered in 1 days
-0.0%
11 Aug 2013 – 14 Aug 2013
Trough 12 Aug 2013 · recovered in 2 days
-0.0%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
79
Consistency
100
Risk-adjusted
0
Drawdown
99
Mean
76
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
Supporting reads
No holdings or recent changes on file for this scheme yet.