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 -32.7%. Ask whether you can hold through a similar fall.
Vs category
Fail
13% 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
14 Jan 2020 – open
Trough 27 Mar 2020 · not recovered
-32.7%
6 Aug 2015 – 29 Jul 2016
Trough 12 Feb 2016 · recovered in 168 days
-20.6%
4 Jan 2013 – 5 Dec 2013
Trough 28 Aug 2013 · recovered in 99 days
-16.3%
28 Aug 2018 – 24 May 2019
Trough 26 Oct 2018 · recovered in 210 days
-15.0%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
92
Vs category
40
Consistency
25
Risk-adjusted
22
Drawdown
18
Mean
40
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
Sahara Asset Management Company Private Limited
Caveat: Higher volatility
Sahara Asset Management Company Private Limited
Nippon Life India Asset Management Limited
Caveat: Higher volatility · Deeper drawdown
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 -32.7%. Ask whether you can hold through a similar fall.
Vs category
Fail
13% 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 · -26.5% over 1Y
16.459
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
-32.7%
14 Jan 2020 – open
Trough 27 Mar 2020 · not recovered
-32.7%
6 Aug 2015 – 29 Jul 2016
Trough 12 Feb 2016 · recovered in 168 days
-20.6%
4 Jan 2013 – 5 Dec 2013
Trough 28 Aug 2013 · recovered in 99 days
-16.3%
28 Aug 2018 – 24 May 2019
Trough 26 Oct 2018 · recovered in 210 days
-15.0%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
92
Vs category
40
Consistency
25
Risk-adjusted
22
Drawdown
18
Mean
40
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.