Sahara Wealth Plus Variable Pricing Option Direct Growth

Equity
Diversified
Moderately High Risk
NAV: 27 Mar 2020₹38.72
Min. SIP amountNot Supported
RatingNA
Fund size₹8.91Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (49)

NameSectorInstrumentAssets
EnergyEquity5.76%
ChemicalsEquity5.68%
ChemicalsEquity5.55%
ChemicalsEquity5.37%
FinancialEquity4.57%
FinancialEquity4.23%
ChemicalsEquity4.20%
FinancialEquity4.12%
FMCGEquity3.68%
FMCGEquity3.43%
Divi's Laboratories Ltd.
HealthcareEquity3.37%
Cons DurableEquity3.28%
ChemicalsEquity3.28%
ChemicalsEquity3.16%
ChemicalsEquity3.02%
FinancialEquity2.86%
HealthcareEquity2.82%
FMCGEquity2.75%
FinancialEquity2.75%
ChemicalsEquity2.68%
FinancialEquity2.68%
AutomobileEquity2.62%
ChemicalsEquity2.61%
HealthcareEquity2.57%
EngineeringEquity2.55%
HealthcareEquity2.47%
HealthcareEquity2.47%
EngineeringEquity2.35%
ServicesEquity2.29%
ServicesEquity2.21%
TechnologyEquity2.17%
TechnologyEquity1.96%
FinancialEquity1.87%
TechnologyEquity1.84%
TechnologyEquity1.81%
FinancialEquity1.78%
AutomobileEquity1.76%
AutomobileEquity1.71%
AutomobileEquity1.55%
AutomobileEquity1.52%
AutomobileEquity1.50%
AutomobileEquity1.45%
AutomobileEquity1.45%
ServicesEquity1.11%
ConstructionEquity1.02%
ServicesEquity1.02%
FinancialEquity0.99%
FMCGEquity0.91%
FMCGEquity0.89%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Diversified
Absolute returns
1M3M6MAll
Fund returnsNANANANA
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms

Expense ratio, exit load and tax

Expense ratio: NA

Inclusive of GST

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

0.005% (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.

Understand terms
Check past data

Fund management

Khozem Zakiuddin Jabalpurwala
Feb 2019 - Present
View details

Fund house & investment objective

Fund house contact details

Address
97-98, 9th Floor, ATLANTA, Nariman Point Mumbai 400021
Phone
022 22047196
Launch Date
18 Jul 1996
Sahara Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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