Sahara Wealth Plus Fund-Fixed Pricing

Sahara Wealth Plus Fund-Fixed Pricing is being managed by A N Sridhar. Sridhar is a competent fund manager and has several well performing funds to his credit. He has over 20 years of experience and has been managing this fund from 2007. Its performance has not been convincing. If you have invested in this fund, exit now to invest in a better mid cap fund.

Where does this Sahara Wealth Plus Fund-Fixed Pricing invest your money?

Sahara Wealth Plus Fund-Fixed Pricing is a small and mid cap fund which invests your money predominantly in stocks of mid cap and small cap companies. Large cap companies tend to be stable compared to mid cap and small cap companies. Small and mid size companies have the potential to become large companies and when that happens you are expected to get bumper returns. The fund’s portfolio has 40% exposure in mid cap companies, 27% exposure in small cap companies and 33% in large cap companies.

Suitable for what?
  • Creation of Wealth
  • Lifestyle Needs
Not Suitable for?
  • Child' s Education
  • Child's Marriage
  • Planning for Retirement
  • Buying a house 
Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
How has Sahara Wealth Plus Fund-Fixed Pricing performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Sep 2005 the value of your investments would be around Rs 1.9 lakhs. If you had invested Rs 1 lakh five years back it would have become Rs 1.3 lakhs. The performance has been not better than or similar to other mutual funds in this category. The fund has been giving at around 5% every year for those who stayed invested for last 5 years.

Assume you had invested Rs 10,000 every month in Sahara Wealth Plus Fund-Fixed Pricing through SIP for the past 5 years today you would have around Rs 7 lakhs.

What charges apply?

A onetime fee of Rs 100 is charged on investments over Rs 10, 000 made through distributors. If you are a first time investor in mutual funds an additional Rs 50 is charged to cover KYC expenses. This is deducted from your investment and can be skipped if you buy directly from the mutual fund via their website or offices.

If units are sold within a year an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of Sahara Wealth Plus Fund-Fixed Pricing is 1.88%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in a mutual fund are absolutely tax free, provided you did not withdraw within 1 year. Sahara Wealth Plus Fund-Fixed Pricing does not qualify for sec 80C ELSS benefits.

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