Sahara Wealth Plus - Fixed Pricing (D)

Sahara Wealth Plus - Fixed Pricing (D)

AMC Name: Sahara Mutual Fund

Riskometer

Moderately High

Investment Objective

Bench Mark Nifty 500 TRI
Fund Manager Anshum Nandecha
Fund Horizon OPEN
Inception Date 01-Sep-2005
Scheme AUM(CR) ` 8.91
Minimum SIP/LUMPSUM ` 1000/ ` 500
Increment SIP/LUMPSUM ` 1/ ` 0
SIP Dates 5,15,25
Entry Load NIL
Exit Load 1% - If redeemed on or before 12 months from date of allotment. Nil - If redeemed after 12 months from date of allotment. (W.E.F.:01-10-2009)
Expense Ratio 2.17

Asset Allocation

  • Equity Diversified
  • Gilt Funds
  • Short term debit
  • Liquid funds

Performance

Period Returns BenchMark
1 Month 0.74% 1.57%
3 Month 8.53% 8.29%
6 Month 1.50% 1.13%
1 Year 1.85% 9.14%
3 Year 3.49% 12.97%
5 Year 3.77% 9.26%
Since Inception 10.73% 0.00%

Note:Return for more than 1 year are computed on CAGR basis

Sector Allocation

  • Banks
  • Software
  • Power & Others
  • Pharma
  • Finance
  • Consumer Non Durables
  • Transport
  • Telecommunication Service
  • Construction Projects
  • Non Ferrous Metal
  • Automobiles
  • Chemicals & Others
  • Ferrous Metal
  • Oil & Others
  • Debt
  • Gas & Others
  • Auto Ancillary
  • Services
  • Mineral
  • Pesticides
  • Cash & Others
  • Others