Fund Overview Growth | Direct 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-Direct-Growth -2.13 4.92 10.94 5.06 5.31 14.65
NIFTY 500 -7.24 -6.42 3.13 6.21 4.99 12.60

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-Direct-Growth Jan 01, 2013 Unrated 10.94 5.06 5.31 1.99 9.28
Kotak Standard Multicap Fund - Growth - Direct Jan 01, 2013 14.12 11.07 10.62 0.77 30,546.45
HDFC Equity Fund -Direct Plan - Growth Option Dec 31, 2012 3.68 7.32 6.49 1.26 23,356.95
Motilal Oswal Multicap 35 Fund (MOF35)-Direct Plan-Growth Option Apr 28, 2014 12.00 8.23 11.01 0.90 13,062.21
Aditya Birla Sun Life Equity Fund - Growth - Direct Plan Jan 01, 2013 13.88 9.26 10.18 0.99 12,097.54
Franklin India Equity Fund - Direct - Growth Jan 01, 2013 3.29 5.51 6.53 1.09 11,104.93

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 01-Jan-2013 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 ₹-1.33(-2.46%)yesterday to ₹52.8367.

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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