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-Variable Pricing Option-Growth Option 2.61 7.68 14.37 5.11 5.24 12.18
NIFTY 500 -1.14 3.22 12.31 9.41 6.77 13.04

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-Variable Pricing Option-Growth Option Jul 22, 2005 Unrated 14.37 5.11 5.24 2.19 9.28
Kotak Standard Multicap Fund - Growth Sep 11, 2009 18.35 11.81 10.02 1.65 30,546.45
HDFC Equity Fund - Growth Option Jan 01, 1995 9.29 8.09 6.39 1.78 23,356.95
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan Aug 27, 1998 18.19 9.49 9.86 1.82 12,097.54
Franklin India Equity Fund - Growth Sep 29, 1994 7.79 6.22 6.08 1.80 11,104.93
UTI - Equity Fund-Growth Option Aug 01, 2005 19.71 13.91 8.99 2.11 10,649.84

Fund Holdings as on 31-January-2020

  • 5) Cash and Cash Receivables

  • INDRAPRASTHA GAS LTD

  • PI INDUSTRIES LIMITED

  • ATUL LTD

  • MANAPPURAM FINANCE LIMITED

  • CITY UNION BANK LIMITED

  • COROMANDEL INTERNATIONAL LTD

  • BRITANNIA INDUSTRIES LTD

  • GLAXOSMITHKLINE CONSUMER HEALTHCARE LTD.

  • DIVI S LABORATORIES LIMITED

  • BLUE STAR LTD

  • MOLD-TEK PACKAGING LIMITED

  • KANSAI NEROLAC PAINTS LTD

  • DABUR INDIA LTD

  • CENTRAL DEPOSITORY SERVICES (INDIA) LIMITED

  • BAJAJ FINSERV LTD

  • BALKRISHNA INDUSTRIES LTD

  • NILKAMAL LIMITED

  • EXIDE INDUSTRIES LTD

  • ALKEM LABORATORIES LIMITED

  • ALEMBIC PHARMACEUTICALS LIMITED

  • CUMMINS INDIA LTD

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

  • CYIENT LIMITED (EX INFOTECH ENTERPRISES LTD)

  • RBL BANK LIMITED

  • INFOSYS LIMITED

  • BAJAJ AUTO LTD

  • ASHOK LEYLAND LTD

  • SUPRAJIT ENGINEERING LTD.

  • BOSCH LTD (MOTOR INDUSTRIES CO LTD)

  • APOLLO TYRES LTD

  • T.V. TODAY NETWORK LTD

  • ASAHI INDIA GLASS LTD

  • MARICO LIMITED

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  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Consumer Food

  • Finance - NBFC

  • Bank - Private

  • Plastic Products

  • Industrial Gases & Fuels

  • Pesticides & Agrochemicals

  • Chemicals

  • Fertilizers

  • Tyres & Allied

  • IT - Software

  • Air Conditioners

  • Paints

  • Auto Ancillary

  • Household & Personal Products

  • Finance - Investment

  • Batteries

  • Diesel Engines

  • Port

  • Automobile Two & Three Wheelers

  • Automobiles-Trucks/Lcv

  • TV Broadcasting & Software Production

  • Glass

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About Sahara Wealth Plus Fund

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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 ₹9.28 crore. Sahara Wealth Plus Fund is benchmarked against NIFTY 500 as primary index.

The NAV of Sahara Wealth Plus Fund ended down ₹-0.1(-0.19%)yesterday to ₹53.4304.

Among its top 3 holdings the fund has exposure to 5) Cash and Cash Receivables, and

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

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