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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.
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 -28.53% returns, against a category average of 0.43% and a category best of 6.68%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -28.53 | 0.43 | 6.68 |
| 6M | -22.38 | 2.38 | 55.59 |
| 1Y | -24.37 | 5.80 | 79.99 |
| 3Y | -7.66 | 13.12 | 172.87 |
Portfolio Analysis
- Equity: 90.15%
- Debt: 9.86%
- Others
As on: 2019-12-31
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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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSahara Wealth Plus Fund - Fixed Pricing Growth | 2 | 8.91 CR | 2.7 |
| This FundSahara Wealth Plus Fund - Variable Pricing Growth | 0 | 8.91 CR | 2.7 |
| This FundICICI Prudential Retirement Fund - Pure Equity Growth | 0 | 1652.05 CR | 2.04 |
| This FundKotak Gold ETF Growth | 0 | 16040.13 CR | 0.55 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| 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 Growth | 24.4615 | 103.5224 |
| This FundKotak Gold ETF Growth | 79.9935 | 172.8745 |
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 : -28.53%
- 6 Months : -22.38%
- 1 Year : -24.37%
- 3 Years : -7.66%
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