Sahara Wealth Plus Variable Pricing Option Direct Growth

Sahara Wealth Plus Variable Pricing Option Direct Growth

NAV: 27 Mar '20
₹38.72
Min. for SIP
Not Supported
Fund size (AUM)
₹8.91 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
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

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

Name1Y3YFund Size(Cr)
Bank of India Flexi Cap Fund Direct Growth
Bank of India Flexi Cap Fund Direct Growth
+10.10%+18.09%2,953.00
ITI Flexi Cap Fund Direct Growth
ITI Flexi Cap Fund Direct Growth
+10.27%+17.58%1,588.13
HSBC Flexi Cap Fund Direct Growth
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+4.48%+14.54%5,999.67
HDFC Flexi Cap Direct Plan Growth
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Franklin India Flexi Cap Fund Direct Growth
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About Sahara Wealth Plus Variable Pricing Option Direct Growth

Sahara Wealth Plus Variable 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 ₹38.72. The Sahara Wealth Plus Variable 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,