Sahara Asset Management Company Private LimitedGrowth17.4 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 · Three-year return is above the category median.
Prefer peers if · Prefer ICICI Prudential Blended Plan A if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
17.4 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 -21.0%. Ask whether you can hold through a similar fall.
Vs category
Fail
1% 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
6 Aug 2015 – open
Trough 12 Feb 2016 · not recovered
-21.0%
4 Jan 2013 – 5 Dec 2013
Trough 28 Aug 2013 · recovered in 99 days
-16.3%
29 Jan 2015 – 6 Aug 2015
Trough 11 Jun 2015 · recovered in 56 days
-10.6%
9 Jun 2014 – 8 Sept 2014
Trough 11 Jul 2014 · recovered in 59 days
-7.0%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
67
Vs category
100
Consistency
11
Risk-adjusted
18
Drawdown
48
Mean
49
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.
ICICI Prudential Mutual Fund
Nippon Life India Asset Management Limited
Caveat: Higher volatility · Deeper drawdown
Nippon Life India Asset Management Limited
Caveat: Higher volatility · Deeper drawdown
Sahara Asset Management Company Private Limited
Caveat: Higher volatility · Deeper drawdown
Nippon Life India Asset Management Limited
Caveat: Higher volatility · Deeper drawdown · Lower trailing returns
Sahara Asset Management Company Private LimitedGrowth17.4 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 · Three-year return is above the category median.
Prefer peers if · Prefer ICICI Prudential Blended Plan A if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
17.4 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 -21.0%. Ask whether you can hold through a similar fall.
Vs category
Fail
1% 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
27 Mar 2020 · 0.0% over 1Y
16.3573
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
-6.9%
6 Aug 2015 – open
Trough 12 Feb 2016 · not recovered
-21.0%
4 Jan 2013 – 5 Dec 2013
Trough 28 Aug 2013 · recovered in 99 days
-16.3%
29 Jan 2015 – 6 Aug 2015
Trough 11 Jun 2015 · recovered in 56 days
-10.6%
9 Jun 2014 – 8 Sept 2014
Trough 11 Jul 2014 · recovered in 59 days
-7.0%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
67
Vs category
100
Consistency
11
Risk-adjusted
18
Drawdown
48
Mean
49
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.