Sahara Asset Management Company Private LimitedGrowth18.5 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 58% of rolling 3-year windows.
Prefer peers if · Prefer Sahara Midcap Fund-Dividend if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
18.5 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
Watch
Peak-to-trough -38.6%. Ask whether you can hold through a similar fall.
Vs category
Pass
58% 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 Jan 2018 – open
Trough 27 Mar 2020 · not recovered
-38.6%
4 Jan 2013 – 27 Mar 2014
Trough 6 Aug 2013 · recovered in 233 days
-27.1%
9 Jun 2014 – 29 Jul 2016
Trough 25 Feb 2016 · recovered in 155 days
-26.5%
1 Nov 2016 – 5 Jan 2017
Trough 21 Nov 2016 · recovered in 45 days
-9.3%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
42
Vs category
39
Consistency
51
Risk-adjusted
26
Drawdown
3
Mean
32
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
Sahara Asset Management Company Private Limited
Sahara Asset Management Company Private Limited
Sahara Asset Management Company Private Limited
Caveat: Higher volatility
ICICI Prudential Mutual Fund
Sahara Asset Management Company Private LimitedGrowth18.5 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 58% of rolling 3-year windows.
Prefer peers if · Prefer Sahara Midcap Fund-Dividend if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
18.5 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
Watch
Peak-to-trough -38.6%. Ask whether you can hold through a similar fall.
Vs category
Pass
58% 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 · -27.2% over 1Y
16.5008
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
-38.6%
15 Jan 2018 – open
Trough 27 Mar 2020 · not recovered
-38.6%
4 Jan 2013 – 27 Mar 2014
Trough 6 Aug 2013 · recovered in 233 days
-27.1%
9 Jun 2014 – 29 Jul 2016
Trough 25 Feb 2016 · recovered in 155 days
-26.5%
1 Nov 2016 – 5 Jan 2017
Trough 21 Nov 2016 · recovered in 45 days
-9.3%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
42
Vs category
39
Consistency
51
Risk-adjusted
26
Drawdown
3
Mean
32
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.