• Home
  • Mutual Funds
  • Sahara Wealth Plus Fund - Variable Pricing Growth
  • Sahara-wealth-plus-fund---variable-pricing-growth-14052005-2066

Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

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.

Summary

Latest details for Sahara Wealth Plus Fund - Variable Pricing Growth include a ₹37.6254 NAV as of Mar 27,2020 and returns since inception of -21.25%. Minimum investments start at SIP ₹1000. The Sahara Wealth Plus Fund - Variable Pricing Growth AUM is ₹9 Cr, with a lock-in of N/A years, expense ratio of 2.7%, and benchmark NIfty 500 Total Return. Exit load is - 1% if redeemed on or before 12 months from the date of allotment. Nil if redeemed after 12 months from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

  • Equity:
  • Debt:
  • Others
As on: 2019-12-31
View allocation % by

About Fund

Sahara Wealth Plus Fund - Variable 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

Fund NameRatingsAUMExpense Ratio
This FundSahara Wealth Plus Fund - Fixed Pricing Growth28.91 CR2.7
This FundSahara Wealth Plus Fund - Variable Pricing Growth08.91 CR2.7
This FundICICI Prudential Retirement Fund - Pure Equity Growth01642.46 CR2.04
This FundKotak Gold ETF Growth012162.39 CR0.55
Fund Name1Y3Y
This FundSahara Wealth Plus Fund - Fixed Pricing Growth-24.3152-24.1788
This FundSahara Wealth Plus Fund - Variable Pricing Growth-24.18-21.2661
This FundICICI Prudential Retirement Fund - Pure Equity Growth15.612298.8882
This FundKotak Gold ETF Growth76.9686153.0524

FAQs

Sahara Wealth Plus Fund - Variable 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 - Variable 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 - Variable Pricing Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Sahara Wealth Plus Fund - Variable Pricing Growth are updated daily based on NAV of ₹ 37.6254 as on Mar 27,2020. Since inception, the return has been -21.25%.

You can invest in Sahara Wealth Plus Fund - Variable 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 - Variable Pricing Growth is ₹9 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sahara Wealth Plus Fund - Variable 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