Sahara Wealth Plus - Variable Pricing - Direct (D)

Sahara Wealth Plus - Variable 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) ` 8.56
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 3.34% 5.14%
3 Month 11.63% 7.84%
6 Month 5.52% 5.74%
1 Year 3.50% 9.53%
3 Year 4.73% 13.15%
5 Year 5.51% 8.58%
Since Inception 8.26% 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