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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹1000
AUM (Fund size)
₹9 Cr
Lock In Period
N/A
Expense Ratio
2.7
Benchmark
NIfty 500 Total Return
Exit Load
1% if redeemed on or before 12 months from the date of allotment. Nil if redeemed after 12 months from the date of allotment.
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Growth Review
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Portfolio Analysis
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- Debt:
- Others
As on: 2019-12-31
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About Fund
Sahara Wealth Plus Fund - Fixed Pricing Growth managed by Sahara Mutual Fund,is a Multi-capscheme with Assets Under Management of ₹9 Crore. The fund benchmarks its performance against the NIfty 500 Total Return while maintaining an expense ratio of 2.7. Under the expert guidance of Khozem Jabalpurwala ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
FAQs
Sahara Wealth Plus Fund - Fixed Pricing Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Sahara Wealth Plus Fund - Fixed Pricing Growth is 2.7. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Sahara Wealth Plus Fund - Fixed Pricing Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in Sahara Wealth Plus Fund - Fixed Pricing Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Sahara Wealth Plus Fund - Fixed Pricing Growth is ₹9 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Sahara Wealth Plus Fund - Fixed Pricing Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500