Sahara Wealth Plus Fund - Direct Plan - Variable Pricing - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Multi Cap Fund

Fund House : Sahara Mutual Fund

This scheme closed on 27-03-2020 & the data you are seeing is not latest data.

Scheme Objective

To invest equity and equity related instruments of companies that would be wealth builders in the long term.

Scheme Details

Fund manager(s) – Anshum Nandecha
Launch date – 01-Jan-2013
Expense ratio – 1.97% as declared on 30-Nov-2019 (category average is 1.31%)
Benchmark - Nifty 500 TRI

Min SIP amount - ₹
Min investment amount (one time- first time) - ₹
Min investment amount (addtional purchase) - ₹
Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Sahara Wealth Plus Fund - Direct Plan - Variable Pricing - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Asset Monitor

Total AUM for this Scheme (Cr)

Category Total AUM (Cr)

% of Assets in Category

2020

8.91

17985.62

0.05%

Feb - 2020	8.91	17985.62	0.05%
Jan - 2020	9.28	18838.89	0.05%

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.