Sahara Asset Management Company Private LimitedGrowth17.3 years
Buying brief
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 27 Mar 2020
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Three-year return sits below the 25th percentile of comparable share classes.
Watch if · Maximum drawdown exceeded 35%.
Prefer peers if · Prefer Sahara Midcap Fund-Dividend if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
17.3 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 -42.4%. Ask whether you can hold through a similar fall.
Vs category
Watch
50% 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
11 Nov 2010 – 19 May 2014
Trough 6 Aug 2013 · recovered in 286 days
-42.4%
15 Jan 2018 – open
Trough 27 Mar 2020 · not recovered
-34.6%
15 Sept 2014 – 30 Jun 2016
Trough 29 Feb 2016 · recovered in 122 days
-25.7%
20 Oct 2009 – 10 Dec 2009
Trough 3 Nov 2009 · recovered in 37 days
-13.3%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
74
Consistency
49
Risk-adjusted
29
Drawdown
0
Mean
30
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
No supporting reads in the current evidence set.
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
Sahara Asset Management Company Private Limited
Caveat: Higher volatility
Sahara Asset Management Company Private LimitedGrowth17.3 years
Buying brief
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 27 Mar 2020
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Three-year return sits below the 25th percentile of comparable share classes.
Watch if · Maximum drawdown exceeded 35%.
Prefer peers if · Prefer Sahara Midcap Fund-Dividend if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
17.3 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 -42.4%. Ask whether you can hold through a similar fall.
Vs category
Watch
50% 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
27 Mar 2020 · -23.1% over 1Y
18.3781
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
-34.6%
11 Nov 2010 – 19 May 2014
Trough 6 Aug 2013 · recovered in 286 days
-42.4%
15 Jan 2018 – open
Trough 27 Mar 2020 · not recovered
-34.6%
15 Sept 2014 – 30 Jun 2016
Trough 29 Feb 2016 · recovered in 122 days
-25.7%
20 Oct 2009 – 10 Dec 2009
Trough 3 Nov 2009 · recovered in 37 days
-13.3%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
74
Consistency
49
Risk-adjusted
29
Drawdown
0
Mean
30
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
No supporting reads in the current evidence set.
No holdings or recent changes on file for this scheme yet.