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
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · Maximum drawdown exceeded 35%.
Fits if · Risk-adjusted return (Sharpe) is negative over the available daily history.
Buy checklist
History depth
Pass
28.8 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 -35.0%. 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 35%. 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
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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
12 Feb 2020 – open
Trough 23 Mar 2020 · not recovered
-35.0%
27 Jan 2015 – 19 Aug 2016
Trough 12 Feb 2016 · recovered in 189 days
-20.6%
4 Jan 2013 – 9 Dec 2013
Trough 28 Aug 2013 · recovered in 103 days
-18.0%
24 Jan 2018 – 2 Jan 2020
Trough 9 Oct 2018 · recovered in 450 days
-17.9%
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
25
Drawdown
12
Mean
12
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 supporting reads in the current evidence set.
No holdings or recent changes on file for this scheme yet.
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
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · Maximum drawdown exceeded 35%.
Fits if · Risk-adjusted return (Sharpe) is negative over the available daily history.
Buy checklist
History depth
Pass
28.8 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 -35.0%. 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 35%. 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
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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 · -28.4% over 1Y
56.7813
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
-34.9%
12 Feb 2020 – open
Trough 23 Mar 2020 · not recovered
-35.0%
27 Jan 2015 – 19 Aug 2016
Trough 12 Feb 2016 · recovered in 189 days
-20.6%
4 Jan 2013 – 9 Dec 2013
Trough 28 Aug 2013 · recovered in 103 days
-18.0%
24 Jan 2018 – 2 Jan 2020
Trough 9 Oct 2018 · recovered in 450 days
-17.9%
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
25
Drawdown
12
Mean
12
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 supporting reads in the current evidence set.
No holdings or recent changes on file for this scheme yet.