Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

To invest in equity or equity related instruments of companies that would be wealth builders in the long-term i.e. equity instruments generating consistent shareholder value through Return on Equity.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sahara Wealth Plus Fund-Fixed Pricing Option-Growth Option 3.91 0.77 0.55 0.52 3.90 10.43
NIFTY 500 2.24 -2.27 5.01 7.54 7.85 12.86

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sahara Wealth Plus Fund-Fixed Pricing Option-Growth Option Jul 22, 2005 Unrated 0.55 0.52 3.90 2.17 8.56
Kotak Standard Multicap Fund - Growth Sep 11, 2009 11.09 9.44 12.26 1.72 26,991.22
HDFC Equity Fund - Growth Option Jan 01, 1995 5.25 7.67 7.46 1.71 22,490.76
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option Apr 28, 2014 10.01 8.30 14.34 1.75 13,234.67
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan Aug 27, 1998 5.59 5.85 10.73 1.94 11,246.99
Franklin India Equity Fund - Growth Sep 29, 1994 1.81 4.67 8.51 1.80 10,761.97

Fund Holdings as on 30-September-2019

  • Cash and Cash Receivables

  • PI INDUSTRIES LIMITED

  • ATUL LTD

  • CITY UNION BANK LIMITED

  • INDRAPRASTHA GAS LTD

  • MOLD-TEK PACKAGING LIMITED

  • MANAPPURAM FINANCE LIMITED

  • BRITANNIA INDUSTRIES LTD

  • GLAXOSMITHKLINE CONSUMER HEALTHCARE LTD.

  • KANSAI NEROLAC PAINTS LTD

  • BLUE STAR LTD

  • DIVI S LABORATORIES LIMITED

  • COROMANDEL INTERNATIONAL LTD

  • ADANI PORTS & SEZ LTD (EX- MUNDRA PORT AND SEZ LTD)

  • EXIDE INDUSTRIES LTD

  • DABUR INDIA LTD

  • BAJAJ FINSERV LTD

  • CUMMINS INDIA LTD

  • NILKAMAL LIMITED

  • CENTRAL DEPOSITORY SERVICES (INDIA) LIMITED

  • CYIENT LIMITED (EX INFOTECH ENTERPRISES LTD)

  • ALEMBIC PHARMACEUTICALS LIMITED

  • ALKEM LABORATORIES LIMITED

  • RBL BANK LIMITED

  • BALKRISHNA INDUSTRIES LTD

  • BAJAJ AUTO LTD

  • APOLLO TYRES LTD

  • BOSCH LTD (MOTOR INDUSTRIES CO LTD)

  • T.V. TODAY NETWORK LTD

  • SUPRAJIT ENGINEERING LTD.

  • ASHOK LEYLAND LTD

  • MARICO LIMITED

  • ASAHI INDIA GLASS LTD

  • 8% BRITANNIA Industries SECURED LISTED RATED REDEEMABLE FULLY PAID NCD - MAT 28082022

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  • Miscellaneous

  • Consumer Food

  • Pharmaceuticals & Drugs

  • Plastic Products

  • Bank - Private

  • Finance - NBFC

  • Pesticides & Agrochemicals

  • Chemicals

  • Industrial Gases & Fuels

  • Tyres & Allied

  • Paints

  • Air Conditioners

  • Auto Ancillary

  • Fertilizers

  • Port

  • Batteries

  • Household & Personal Products

  • Finance - Investment

  • Diesel Engines

  • IT - Software

  • Automobile Two & Three Wheelers

  • TV Broadcasting & Software Production

  • Automobiles-Trucks/Lcv

  • Glass

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About Sahara Wealth Plus Fund

Scheme Analysis

Sahara Wealth Plus Fund is a Equity - Multi Cap Fund fund and belongs to Sahara Mutual Fund. It was launched on 22-Jul-2005 and currently has an AUM of ₹8.56 crore. Sahara Wealth Plus Fund is benchmarked against NIFTY 500 as primary index.

The NAV of Sahara Wealth Plus Fund ended up ₹0.13(0.31%)yesterday to ₹41.23.

Among its top 3 holdings the fund has exposure to Cash and Cash Receivables, PI INDUSTRIES LIMITED and ATUL LTD

The Sahara Wealth Plus Fund is managed by Khozem Jabalpurwala .

Fund House Contact

97-98, 9th Floor,Atlanta, Nariman Point, Mumbai - 400 021

+91 (22) 67520121/27
+91 (22) 66547855

Fund Manager

  • Education:
  • Experience:
  • Basic Details:
  • Funds Managed:
  • Cash

  • Equity

  • Unrated

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