Sahara Asset Management Company Private LimitedGrowth21.3 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 Sahara Growth Fund-Growth if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
21.3 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 -36.1%. Ask whether you can hold through a similar fall.
Vs category
Fail
16% 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
8 Jan 2018 – open
Trough 27 Mar 2020 · not recovered
-36.1%
3 Mar 2015 – 2 Aug 2016
Trough 12 Feb 2016 · recovered in 172 days
-20.4%
10 Jan 2013 – 11 Oct 2013
Trough 9 Apr 2013 · recovered in 185 days
-11.1%
25 Oct 2016 – 1 Mar 2017
Trough 21 Nov 2016 · recovered in 100 days
-10.0%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
67
Vs category
63
Consistency
17
Risk-adjusted
35
Drawdown
10
Mean
38
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
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Mar 2020
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 LimitedGrowth21.3 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 Sahara Growth Fund-Growth if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
21.3 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 -36.1%. Ask whether you can hold through a similar fall.
Vs category
Fail
16% 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 · -24.1% over 1Y
33.1545
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
-36.1%
8 Jan 2018 – open
Trough 27 Mar 2020 · not recovered
-36.1%
3 Mar 2015 – 2 Aug 2016
Trough 12 Feb 2016 · recovered in 172 days
-20.4%
10 Jan 2013 – 11 Oct 2013
Trough 9 Apr 2013 · recovered in 185 days
-11.1%
25 Oct 2016 – 1 Mar 2017
Trough 21 Nov 2016 · recovered in 100 days
-10.0%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
67
Vs category
63
Consistency
17
Risk-adjusted
35
Drawdown
10
Mean
38
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
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Mar 2020