Buy Sahara Wealth Plus Fund-Variable Pricing(G) - Equity - Multi Cap Mutual Fund NAV, AUM, Portfolio, Performance, Returns.

Sahara Wealth Plus Fund-Variable Pricing(G)

As on Dec-13-2019 change fund

50.13

0.32 (0.63%)

fund 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.

riskometer

Investors understand that their principal will be at moderately high risk

5-Years History

financial year	2014-2015	2015-2016	2016-2017	2017-2018	2018-2019
NAV in Rs (as on 29-Mar-2019)	40.62	38.94	49.12	51.91	50.29
Net Assets(Rs Crores) (as on 29-Mar-2019)	11.22	9.35	11.04	9.93	9.10
Scheme Returns(%)(Absolute)	41.72	-4.60	26.42	5.56	-4.77
B'mark Returns(%)(Absolute)	33.35	-8.61	24.04	10.67	7.09
Category Rank	141/305	108/316	186/312	271/353	205/260

Quarterly performance - Last 5 years (Absolute Ret. in %)

financial year	Q1	Q2	Q3	Q4
2019-2020	-3.01	-0.97	NA	NA
2018-2019	-3.39	-1.17	-0.09	1.54
2017-2018	4.41	1.69	11.18	-10.48
2016-2017	6.79	7.07	-4.25	15.23
2015-2016	-0.98	-5.58	6.24	-3.48

Top 10 holdings

company	(%)
PI Industries Ltd.	5.55
Indraprastha Gas Ltd.	4.93
Atul Ltd.	4.65
City Union Bank Ltd.	4.33
Manappuram Finance Ltd.	3.95
Britannia Industries Ltd.	3.69
Mold-Tek Packaging Ltd.	3.66
Glaxosmithkline Consumer Healt...	3.61
Kansai Nerolac Paints Ltd.	3.34
Coromandel International Ltd.	3.32

Top 10 sectors

sectors	(%)
Consumer Food	8.39
Pharmaceuticals & Drugs	7.72
Bank - Private	6.64
Finance - NBFC	6.42
Plastic Products	6.20
Pesticides & Agrochemicals	5.55
Industrial Gases & Fuels	4.93
Chemicals	4.65
Tyres & Allied	3.92
IT - Software	3.62

Historical NAV Chart with Benchmark

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performance comparision with similar schemes

scheme name	investment style	inception date	AUM in Cr.	1W(%)	1M(%)	3M(%)	1Y(%)	3Y(%)	5Y(%)	10Y(%)	since inception
Sahara Wealth Plus Fund-Variable Pricing(G)	Large-Growth	22-Jul-2005	8.82	0.73	0.75	8.57	2.10	4.99	5.46	10.50	11.84	BUY SIP
Canara Rob Equity Diver Fund-Reg(G)	Large-Growth	16-Sep-2003	1,587.39	1.03	1.74	10.07	12.45	15.33	9.11	11.61	17.68	BUY SIP
JM Multicap Fund(G)	Large-Growth	23-Sep-2008	141.82	1.02	-1.05	9.43	15.94	14.46	10.89	8.76	11.65	BUY SIP
Edelweiss Multi-Cap Fund-Reg(G)	Large-Growth	03-Feb-2015	500.65	1.05	1.57	7.90	8.46	14.06	NA	NA	8.65	BUY SIP
Kotak Standard Multicap Fund(G)	Large-Growth	11-Sep-2009	29,095.76	1.19	1.10	8.26	12.66	14.03	11.27	13.41	13.64	BUY SIP
DSP Equity Fund-Reg(G)	Large-Growth	07-Jun-2007	3,176.37	0.90	0.52	9.38	17.26	13.80	9.66	11.45	12.21	BUY SIP
UTI Equity Fund-Reg(G)	Large-Growth	01-Aug-2005	10,062.03	0.88	1.39	9.17	10.55	13.37	8.87	12.02	14.39	BUY SIP
Parag Parikh Long Term Equity Fund-Reg(G)	Small-Growth	28-May-2013	2,480.49	0.47	0.15	4.08	11.88	13.00	11.30	NA	15.90	BUY SIP
Quant Active Fund(G)	Large-Growth	20-Mar-2001	11.02	-0.67	-3.79	8.51	5.97	12.11	9.98	10.95	16.87	BUY SIP
SBI Magnum Multicap Fund-Reg(G)	Large-Growth	16-Sep-2005	8,316.73	0.88	0.17	5.34	10.89	12.05	10.97	11.28	12.05	BUY SIP
Principal Multi Cap Growth Fund(G)	Large-Growth	25-Oct-2000	742.46	0.68	2.22	8.62	4.36	11.61	9.30	11.21	14.91	BUY SIP
Motilal Oswal Multicap 35 Fund-Reg(G)	Large-Growth	28-Apr-2014	13,092.75	1.49	-0.30	6.14	6.74	11.59	12.09	NA	19.09	BUY SIP
BNP Paribas Multi Cap Fund(G)	Large-Growth	15-Sep-2005	696.91	0.93	1.42	8.94	12.28	11.44	9.23	12.62	11.89	BUY SIP
HDFC Equity Fund(G)	Large-Growth	01-Jan-1995	23,674.08	1.89	1.44	4.73	8.35	10.93	7.49	11.37	18.32	BUY SIP
Union Multi Cap Fund-Reg(G)	Large-Growth	10-Jun-2011	309.50	0.88	1.13	8.61	11.44	10.91	5.44	NA	8.83	BUY SIP
Aditya Birla SL Equity Fund(G)	Large-Growth	27-Aug-1998	11,857.60	0.80	2.56	8.70	8.41	10.82	10.57	11.86	22.49	BUY SIP
Nippon India Multi Cap Fund(G)	Large-Growth	28-Mar-2005	10,378.99	1.43	1.75	7.74	2.65	10.74	5.94	12.94	16.66	BUY SIP
PGIM India Diversified Equity Fund-Reg(G)	Large-Growth	04-Mar-2015	121.99	1.70	1.03	8.62	9.48	10.66	NA	NA	6.87	BUY SIP
ICICI Pru Multicap Fund(G)	Large-Growth	01-Oct-1994	4,654.89	1.07	1.73	5.70	6.24	10.02	9.02	11.59	14.36	BUY SIP
L&T Equity Fund-Reg(G)	Large-Growth	16-May-2005	2,697.11	0.78	1.57	7.05	5.32	9.87	7.29	10.92	15.64	BUY SIP
IDBI Diversified Equity Fund(G)	Large-Growth	28-Mar-2014	322.01	0.92	-0.36	8.59	5.40	9.54	7.39	NA	14.66	BUY SIP
IDFC Multi Cap Fund-Reg(G)	Large-Growth	28-Sep-2005	5,527.50	0.61	0.78	6.76	6.40	9.53	7.48	13.82	17.15	BUY SIP
HSBC Multi Cap Equity Fund(G)	Large-Growth	24-Feb-2004	439.63	1.01	1.79	9.04	6.29	8.92	6.85	10.45	14.60	BUY SIP
Invesco India Multicap Fund(G)	Mid-Growth	17-Mar-2008	842.50	-0.06	2.47	7.42	4.68	8.92	7.85	16.23	14.30	BUY SIP
Baroda Multi Cap Fund(G)	Large-Growth	12-Sep-2003	808.28	1.04	0.33	6.45	9.06	8.50	6.09	7.30	15.18	BUY SIP
LIC MF Multi Cap Fund(G)	Large-Growth	31-Mar-1998	298.69	0.87	2.22	8.71	13.52	8.21	4.60	7.34	8.77	BUY SIP
Franklin India Equity Fund(G)	Large-Growth	29-Sep-1994	11,458.61	0.64	2.25	6.27	3.77	8.11	7.61	11.96	17.51	BUY SIP
Taurus Starshare (Multi Cap) Fund-Reg(G)	Large-Growth	29-Jan-1994	219.49	1.34	0.72	8.29	4.12	7.66	4.74	8.86	9.77	BUY SIP
Sahara Star Value Fund(G)	Mid-Growth	29-Aug-2009	0.40	0.33	1.53	8.15	6.11	6.50	6.47	8.31	8.90	BUY SIP
Axis Multicap Fund-Reg(G)	Large-Growth	17-Nov-2017	5,117.59	0.88	0.80	8.96	16.70	NA	NA	NA	12.02	BUY SIP
Mahindra MF Badhat Yojana-Reg(G)	Large-Growth	11-May-2017	317.06	1.47	2.46	10.95	14.04	NA	NA	NA	6.06	BUY SIP
Essel Multi Cap Fund-Reg(G)	Large-Growth	09-Jul-2018	209.03	1.12	2.25	9.22	13.29	NA	NA	NA	7.87	BUY SIP
Tata Multicap Fund-Reg(G)	Large-Growth	06-Sep-2018	1,735.72	1.06	0.95	10.95	11.32	NA	NA	NA	9.69	BUY SIP
Shriram Multicap Fund-Reg(G)	Large-Growth	28-Sep-2018	58.62	0.81	0.04	6.55	5.61	NA	NA	NA	5.96	BUY SIP
Sundaram Equity Fund-Reg(G)	Large-Growth	06-Sep-2019	491.81	1.13	0.91	7.38	NA	NA	NA	NA	7.58	BUY SIP
ITI Multi-Cap Fund-Reg(G)	Large-Growth	15-May-2019	66.07	0.72	2.14	9.02	NA	NA	NA	NA	11.78	BUY SIP

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