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 94% of rolling 3-year windows.
Fits if · Three-year return is above the category median.
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 -32.0%. Ask whether you can hold through a similar fall.
Vs category
Pass
94% 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
29 Jan 2020 – open
Trough 23 Mar 2020 · not recovered
-32.0%
15 Jan 2018 – 29 Jan 2020
Trough 9 Oct 2018 · recovered in 477 days
-25.1%
7 Jan 2013 – 20 Dec 2013
Trough 3 Sept 2013 · recovered in 108 days
-23.1%
5 Aug 2015 – 30 Jun 2016
Trough 29 Feb 2016 · recovered in 122 days
-21.4%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
83
Vs category
82
Consistency
88
Risk-adjusted
42
Drawdown
20
Mean
63
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.
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Sahara Asset Management Company Private Limited
ICICI Prudential Mutual Fund
Nippon Life India Asset Management Limited
Sahara Asset Management Company Private Limited
Sahara Asset Management Company Private Limited
Caveat: Deeper drawdown · Lower trailing returns
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 94% of rolling 3-year windows.
Fits if · Three-year return is above the category median.
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 -32.0%. Ask whether you can hold through a similar fall.
Vs category
Pass
94% 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
3 Apr 2020 · -21.6% over 1Y
67.0164
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
-31.9%
29 Jan 2020 – open
Trough 23 Mar 2020 · not recovered
-32.0%
15 Jan 2018 – 29 Jan 2020
Trough 9 Oct 2018 · recovered in 477 days
-25.1%
7 Jan 2013 – 20 Dec 2013
Trough 3 Sept 2013 · recovered in 108 days
-23.1%
5 Aug 2015 – 30 Jun 2016
Trough 29 Feb 2016 · recovered in 122 days
-21.4%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
83
Vs category
82
Consistency
88
Risk-adjusted
42
Drawdown
20
Mean
63
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.