e.g. Tata motors, Reliance MF, 500570

Sahara Wealth Plus Fund - Variable Pricing - IDCW

Equity Mid Cap Moderately High

NAV on (No Data Available)

₹0.00

No Data Available

Fund Size

₹8.91 Crores

1Y Returns

No Data Available%

 

Earn 1% Higher Returns on Direct Funds

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Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment Objective

To invest in equity and equity related instruments of companies that would be wealth builders in the long term.

AMC

Sahara Asset Management Co. Pvt Ltd.

Fund Details

Launch Date

September 1, 2005

Fund Manager

Mr. Khozem Jabalpurwala

Initial Price

10

AUM Fund

8.91 Cr

Min investment

Rs 1000

Expense Ratio

2.7%

SIP Minimum Investment

Monthly - 1st cheque of Rs.1000/- along with minimum of 5 post dated cheques of minimum of Rs.1000/- each.Quarterly - 1st cheque of Rs.2000/- along with minimum of 3 post dated cheques of minimum of Rs.2000/- each.

Exit Load

1% if redeemed on or before 12 months from the date of allotment. Nil if redeemed after 12 months from the date of allotment.

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
39.46% 0.00% ₹2709.75
38.60% 56.97% ₹10450.74
30.66% 67.83% ₹13553.62
29.59% 70.65% ₹38138.08
29.14% 32.31% ₹10450.74

Holdings

Sector Allocation

Paints and Pigments 9.01%
Chemicals 5.68%
Petroleum 5.22%
Fertilisers 4.26%
Finance 9.65%
Banks 6.87%
Food Processing 7.37%
Pharmaceuticals and health care 9.18%
Consumer Durables 3.26%
Plastics 5.87%
Personal Care 3.76%
Tyres 4.09%
Auto Ancillaries 5.05%
Engineering 2.18%
Information Technology 3.76%
Auto 4.76%
Glass 1.10%
Service 1.02%
Address
97-98, 9th Floor, ATLANTA, 400021
Phone
+91 22 22047197, 22047198
Fax
+91 22 22047199
Launch Date
September 1, 2005
Custodian
HDFC Bank Ltd.
Registrar & Transfer Agent
KFIN Technologies Pvt. Ltd.

Frequently Asked Questions

Q: What is the current NAV of Sahara Wealth Plus Fund - Variable Pricing - IDCW?

A: The latest NAV of Sahara Wealth Plus Fund - Variable Pricing - IDCW is ₹ .

Q: What type of mutual fund is Sahara Wealth Plus Fund - Variable Pricing - IDCW?

A: Sahara Wealth Plus Fund - Variable Pricing - IDCW is a 'Equity - Mid Cap' type mutual fund managed by 'Sahara Asset Management Co. Pvt Ltd.'.

Q: What is the expense ratio of Sahara Wealth Plus Fund - Variable Pricing - IDCW?

A: The expense ratio of Sahara Wealth Plus Fund - Variable Pricing - IDCW is 2.7%, which impacts overall returns.

Q: Who manages Sahara Wealth Plus Fund - Variable Pricing - IDCW?

A: Sahara Wealth Plus Fund - Variable Pricing - IDCW is managed by Mr. Khozem Jabalpurwala, who oversees investment strategy and portfolio decisions.

Q: Is Sahara Wealth Plus Fund - Variable Pricing - IDCW a good investment?

A: Sahara Wealth Plus Fund - Variable Pricing - IDCW may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Sahara Wealth Plus Fund - Variable Pricing - IDCW?

A: The exit load of Sahara Wealth Plus Fund - Variable Pricing - IDCW is 1% if redeemed on or before 12 months from the date of allotment. Nil if redeemed after 12 months from the date of allotment., applicable if redeemed within the specified period.

Q: How is Sahara Wealth Plus Fund - Variable Pricing - IDCW taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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