Sahara Wealth Plus Fund - Fixed Pricing Growth Return
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- 3M
- 6M
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- 3Y
- 5Y
This Fund:
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BankFD:
Showing Funds Performance since Sep 07, 2020
Sahara Wealth Plus Fund - Fixed Pricing Growth Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹1000
AUM (Fund size)
₹9 Cr
Lock In Period
N/A
Expense Ratio
2.7
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.
Benchmark
NIfty 500 Total Return
Sahara Wealth Plus Fund - Fixed Pricing Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -28.54 | -0.06 | 10.24 |
| 6M | -22.44 | 2.48 | 25.87 |
| 1Y | -24.50 | 4.61 | 57.28 |
| 3Y | -8.81 | 12.94 | 160.39 |
Portfolio Analysis
- Equity: 90.15%
- Debt: 9.86%
- Others
As on: 2019-12-31
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About Fund Sahara Wealth Plus Fund - Fixed Pricing Growth
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.
Fund Managers
Khozem Jabalpurwala
Mr. Khozem Jabalpurwala is a Commerce Graduate. He has experience of nearly 18 years in the equity segment.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Sahara Wealth Plus Fund - Fixed Pricing Growth | 2 | 8 CR | 2.7 |
| Kotak Gold ETF Growth | 0 | 13,566 CR | 0.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSahara Wealth Plus Fund - Fixed Pricing Growth | -24.3152 | -24.1788 |
| This FundKotak Gold ETF Growth | 53.2374 | 154.556 |
Sahara Wealth Plus Fund - Fixed Pricing Growth 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 : -28.54%
- 6 Months : -22.44%
- 1 Year : -24.50%
- 3 Years : -8.81%
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.
