Sahara Asset Management Company Private LimitedELSS28.8 years
Buying brief
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 3 Apr 2020
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Maximum drawdown exceeded 35%.
Watch if · AUM fell by 30% or more versus the prior observation.
Prefer peers if · Prefer SaharaTax Gain-Dividend if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
28.8 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 -59.0%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / lock-in
Watch
ELSS locks each installment for 3 years. Useful only if 80C is open on the old regime - otherwise locked equity.
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.
Drawdown rehearsal
This scheme’s worst fall on file is about 59%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
ELSS lock-in
Every installment locks for 3 years. Only useful if 80C is still open on the old regime - otherwise it is locked equity, not a tax cut.
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
4 Jan 2008 – 9 Jul 2010
Trough 9 Mar 2009 · recovered in 487 days
-59.0%
12 Feb 2020 – open
Trough 23 Mar 2020 · not recovered
-35.1%
10 May 2006 – 7 Feb 2007
Trough 14 Jun 2006 · recovered in 238 days
-34.8%
10 Nov 2010 – 24 Dec 2013
Trough 20 Dec 2011 · recovered in 735 days
-28.6%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
n/a
Consistency
n/a
Risk-adjusted
33
Drawdown
0
Mean
11
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 LimitedELSS28.8 years
Buying brief
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 3 Apr 2020
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Maximum drawdown exceeded 35%.
Watch if · AUM fell by 30% or more versus the prior observation.
Prefer peers if · Prefer SaharaTax Gain-Dividend if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
28.8 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 -59.0%. Ask whether you can hold through a similar fall.
Vs category
n/a
Category relative read still thin.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / lock-in
Watch
ELSS locks each installment for 3 years. Useful only if 80C is open on the old regime - otherwise locked equity.
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.
Drawdown rehearsal
This scheme’s worst fall on file is about 59%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
ELSS lock-in
Every installment locks for 3 years. Only useful if 80C is still open on the old regime - otherwise it is locked equity, not a tax cut.
NAV
3 Apr 2020 · -28.6% over 1Y
53.9014
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
3 Apr 2020
-35.0%
4 Jan 2008 – 9 Jul 2010
Trough 9 Mar 2009 · recovered in 487 days
-59.0%
12 Feb 2020 – open
Trough 23 Mar 2020 · not recovered
-35.1%
10 May 2006 – 7 Feb 2007
Trough 14 Jun 2006 · recovered in 238 days
-34.8%
10 Nov 2010 – 24 Dec 2013
Trough 20 Dec 2011 · recovered in 735 days
-28.6%
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
n/a
Consistency
n/a
Risk-adjusted
33
Drawdown
0
Mean
11
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.