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NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%NIFTY 5022,453.30+0.98%SENSEX74,235.62+1.24%BANK NIFTY48,892.15+1.45%NIFTY IT35,124.80-0.52%NIFTY MIDCAP52,487.25+0.87%
SASahara MFIDCW

Sahara Wealth Plus Fund - Fixed Pricing Option - Dividend

Multi Cap FundEquity - Multi Cap FundBenchmark: NIFTY 500
NAV · 27 Mar 2020₹22.93-0.01%
AUM₹9 Crfrom this fund's primary plan
Expense Ratio2.17%
CAGR—
Exit Load1% on or before 1Y,NIL-after 1Y
Min SIP—
Launched2005

Investment Objective

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 Mandate

Debt0%–30%
Equity70%–100%
MMI0%–30%
Others0%–30%
Asset Allocation
Domestic Equity94.3%
Cash & Equivalents5.7%
Fund Managers
KJ
Khozem Jabalpurwala
Fund Manager
Key Information
2.17%
—
₹1,000
1% on or before 1Y,NIL-after 1Y
Nil
Inception22 Jul 2005
AMCSahara MF
Top Holdings As of 29 Feb 2020 · disclosed on this fund's primary plan
1Atul Ltd.Chemicals5.85%
2Cash and Cash ReceivablesOthers5.68%
3PI Industries Ltd.Chemicals5.68%
4Indraprastha Gas Ltd.Gas Transmission5.22%
5Coromandel International Ltd.Chemicals4.26%
6Manappuram Finance Ltd.Finance4.12%
7City Union Bank Ltd.Bank4.10%
8Glaxosmithkline Consumer Healthcare Ltd. - (Amalgamated)FMCG3.82%
9Divi's Laboratories Ltd.Healthcare3.79%
10Britannia Industries Ltd.FMCG3.55%
Sector Allocation
Chemicals19.0%
Automobile & Ancillaries16.1%
FMCG14.3%
Healthcare9.2%
Bank6.9%
Finance6.8%
Others5.7%
Gas Transmission5.2%
IT3.8%
Consumer Durables3.3%
Business Services2.9%
Plastic Products2.7%
Logistics2.2%
Construction Materials1.1%
Media & Entertainment1.0%
On This Page
NAV growthAsset allocationTop holdings
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Latest News

No recent news found for Sahara Wealth Plus Fund - Fixed Pricing Option - Dividend.

Sahara MF Latest News

Trailing Returns
PeriodReturns
1 Day-0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
2.17%
1% on or before 1Y,NIL-after 1Y
Nil
—
₹1,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme