Sahara Wealth Plus - Fixed Pricing - Direct (D)

Sahara Wealth Plus - Fixed Pricing - Direct (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-Jan-2013
Scheme AUM(CR) ` 8.03
Minimum SIP/LUMPSUM ` 1000/ ` 500
Increment SIP/LUMPSUM ` 1/ ` 0
SIP Dates 5,15,25
Entry Load NIL
Exit Load NIL
Expense Ratio 1.99

Asset Allocation

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

Performance

Period Returns BenchMark
1 Month 5.70% 3.11%
3 Month -2.95% -3.81%
6 Month -5.04% -2.56%
1 Year -8.91% -0.88%
3 Year -0.01% 8.55%
5 Year 3.25% 8.28%
Since Inception 5.98% 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