Sahara Asset Management Company Private LimitedGrowth21.9 years
Buying brief
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 3 Apr 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 99% of rolling 3-year windows.
Prefer peers if · Prefer Sahara R.E.A.L Fund - Dividend Option if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
21.9 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 -33.3%. Ask whether you can hold through a similar fall.
Vs category
Pass
99% 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 / payout
Watch
IDCW pays out and usually slows compounding. Growth is the default for multi-year wealth jobs.
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.
IDCW vs Growth
IDCW pays out and usually slows compounding. For multi-year wealth jobs, Growth is the default FA stance.
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
-33.3%
7 Jan 2013 – 20 Dec 2013
Trough 3 Sept 2013 · recovered in 108 days
-23.1%
5 Aug 2015 – 1 Jul 2016
Trough 29 Feb 2016 · recovered in 123 days
-21.9%
13 Apr 2015 – 3 Aug 2015
Trough 11 Jun 2015 · recovered in 53 days
-12.6%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
33
Vs category
0
Consistency
88
Risk-adjusted
39
Drawdown
17
Mean
36
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
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.
Sahara Asset Management Company Private Limited
Sahara Asset Management Company Private Limited
Sahara Asset Management Company Private Limited
Sahara Asset Management Company Private Limited
Caveat: Deeper drawdown
Sahara Asset Management Company Private Limited
Caveat: Higher volatility
Sahara Asset Management Company Private LimitedGrowth21.9 years
Buying brief
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 3 Apr 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 99% of rolling 3-year windows.
Prefer peers if · Prefer Sahara R.E.A.L Fund - Dividend Option if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
21.9 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 -33.3%. Ask whether you can hold through a similar fall.
Vs category
Pass
99% 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 / payout
Watch
IDCW pays out and usually slows compounding. Growth is the default for multi-year wealth jobs.
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.
IDCW vs Growth
IDCW pays out and usually slows compounding. For multi-year wealth jobs, Growth is the default FA stance.
NAV
3 Apr 2020 · -21.8% over 1Y
27.9407
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
-33.1%
15 Jan 2018 – open
Trough 23 Mar 2020 · not recovered
-33.3%
7 Jan 2013 – 20 Dec 2013
Trough 3 Sept 2013 · recovered in 108 days
-23.1%
5 Aug 2015 – 1 Jul 2016
Trough 29 Feb 2016 · recovered in 123 days
-21.9%
13 Apr 2015 – 3 Aug 2015
Trough 11 Jun 2015 · recovered in 53 days
-12.6%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
33
Vs category
0
Consistency
88
Risk-adjusted
39
Drawdown
17
Mean
36
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
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
3 Apr 2020