Sahara Wealth Plus Fixed Pricing Option Direct Growth

Sahara Wealth Plus Fixed Pricing Option Direct Growth

NAV: 27 Mar '20
₹33.15
Min. for SIP
--
Fund size (AUM)
₹8.90 Cr
Expense ratio
--
Rating
--

Holdings (49)

NameSectorInstrumentsAssets
Indraprastha Gas Ltd.EnergyEquity5.76%
PI Industries Ltd.ChemicalsEquity5.68%
PI Industries Ltd.ChemicalsEquity5.55%
Atul Ltd.ChemicalsEquity5.37%
Manappuram Finance Ltd.FinancialEquity4.57%
City Union Bank Ltd.FinancialEquity4.23%
Coromandel International Ltd.ChemicalsEquity4.20%
Manappuram Finance Ltd.FinancialEquity4.12%
Britannia Industries Ltd.FMCGEquity3.68%
Glaxosmithkline Consumer Healthcare Ltd.FMCGEquity3.43%
Divi's Laboratories Ltd.HealthcareEquity3.37%
Blue Star Ltd.Cons DurableEquity3.28%
Mold-Tek Packaging Ltd.ChemicalsEquity3.28%
Kansai Nerolac Paints Ltd.ChemicalsEquity3.16%
Kansai Nerolac Paints Ltd.ChemicalsEquity3.02%
Central Depository Services (India) Ltd.FinancialEquity2.86%
Alkem Laboratories Ltd.HealthcareEquity2.82%
Dabur India Ltd.FMCGEquity2.75%
Central Depository Services (India) Ltd.FinancialEquity2.75%
Nilkamal Ltd.ChemicalsEquity2.68%
Bajaj Finserv Ltd.FinancialEquity2.68%
Balkrishna Industries Ltd.AutomobileEquity2.62%
Nilkamal Ltd.ChemicalsEquity2.61%
Alembic Pharmaceuticals Ltd.HealthcareEquity2.57%
Exide Industries Ltd.EngineeringEquity2.55%
Alkem Laboratories Ltd.HealthcareEquity2.47%
Alembic Pharmaceuticals Ltd.HealthcareEquity2.47%
Cummins India Ltd.EngineeringEquity2.35%
Adani Ports and Special Economic Zone Ltd.ServicesEquity2.29%
Adani Ports and Special Economic Zone Ltd.ServicesEquity2.21%
Cyient LimitedTechnologyEquity2.17%
Cyient LimitedTechnologyEquity1.96%
RBL Bank Ltd.FinancialEquity1.87%
Infosys Ltd.TechnologyEquity1.84%
Infosys Ltd.TechnologyEquity1.81%
RBL Bank Ltd.FinancialEquity1.78%
Maruti Suzuki India Ltd.AutomobileEquity1.76%
Bajaj Auto LtdAutomobileEquity1.71%
Ashok Leyland Ltd.AutomobileEquity1.55%
Suprajit Engineering Ltd.AutomobileEquity1.52%
Suprajit Engineering Ltd.AutomobileEquity1.50%
Bosch Ltd.AutomobileEquity1.45%
Apollo Tyres Ltd.AutomobileEquity1.45%
TV Today Network Ltd.ServicesEquity1.11%
Asahi India Glass Ltd.ConstructionEquity1.02%
TV Today Network Ltd.ServicesEquity1.02%
Indusind Bank Ltd.FinancialEquity0.99%
Marico Ltd.FMCGEquity0.91%
Marico Ltd.FMCGEquity0.89%
See All

Minimum investments

Min. for 1st investment
--
Min. for 2nd investment
--
Min. for SIP
--

Returns and rankings

Annualised returns
Absolute returns
Name1M3M6MAll
Fund returns--------
Category average (Equity Flexi Cap)--------
Rank (Equity Flexi Cap)--------

Exit load, stamp duty and tax

Exit load

Exit load of 1% if redeemed within 12 months. (Exit load of 1% if redeemed within 12 months by way of SIP)

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Compare similar funds

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Bank of India Flexi Cap Fund Direct Growth
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+1.92%+18.45%3,098.01
ITI Flexi Cap Fund Direct Growth
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+5.02%+18.28%1,588.28
HDFC Flexi Cap Direct Plan Growth
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HSBC Flexi Cap Fund Direct Growth
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About Sahara Wealth Plus Fixed Pricing Option Direct Growth

Sahara Wealth Plus Fixed Pricing Option Direct Growth is a Equity Mutual Fund Scheme launched by Sahara Mutual Fund. This scheme was made available to investors on 18 Jul 1996. The fund currently has an Asset Under Management(AUM) of ₹13 Cr and the Latest NAV as of 27 Mar 2020 is ₹33.15. The Sahara Wealth Plus Fixed Pricing Option Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹1,000. Exit load of 1% if redeemed within 12 months. (Exit load of 1% if redeemed within 12 months by way of SIP) ;

Investment Objective

The scheme aims 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 benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#39 in India
Total AUM₹12.55 Cr
Date of Incorporation18 Jul 1996
Phone022 22047196
Launch Date18 Jul 1996
Address97-98, 9th Floor, ATLANTA, Nariman Point Mumbai 400021
Custodian--
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,