Fund Details
Sahara Wealth Plus Fixed Pricing Option Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | NaN% |
| NAV | ₹32.20 (27 Mar 2020) |
|---|---|
| Fund Started | 01 Sep 2005 |
| Fund Size | ₹9 Cr |
Returns
Comparison
1. Age is more than 10 years
1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Indraprastha Gas Ltd. | Energy | Equity | 5.8% |
| PI Industries Ltd. | Chemicals | Equity | 5.7% |
| PI Industries Ltd. | Chemicals | Equity | 5.5% |
| Atul Ltd. | Chemicals | Equity | 5.4% |
| Manappuram Finance Ltd. | Financial | Equity | 4.6% |
| City Union Bank Ltd. | Financial | Equity | 4.2% |
| Coromandel International Ltd. | Chemicals | Equity | 4.2% |
| Manappuram Finance Ltd. | Financial | Equity | 4.1% |
| Britannia Industries Ltd. | FMCG | Equity | 3.7% |
| Glaxosmithkline Consumer Healthcare Ltd. | FMCG | Equity | 3.4% |
Fund Managers
Sahara Wealth Plus Fixed Pricing Option Growth Details
Sahara Wealth Plus Fixed Pricing Option Growth is a Equity Mutual Fund Scheme launched by Sahara Mutual Fund. This scheme was made available to investors on 01 Sep 2005. Anshum Nandecha is the Current Fund Manager of Sahara Wealth Plus Fixed Pricing Option Growth fund.The fund currently has an Asset Under Management(AUM) of ₹9 Cr and the Latest NAV as of 27 Mar 2020 is ₹32.20.
The Sahara Wealth Plus Fixed Pricing Option Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. 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.
Tax Implications
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
