MF Gyan
otherHigh risk14 years oldCooling recently (last 6m ≈ -40% p.a.)

Sahara Wealth Plus Fund-Fixed Pricing Option-Direct-Dividend Option

A specialised fund. Check the scheme details for what it invests in. From Sahara Mutual Fund. It's been running since 1 Jan 2013.

Latest price per unit
₹23.3573
▼ 0.01% today
As of 27 Mar 2020 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹75.6k
▼ ₹24.4k loss · -24.4% / year
Invested 3 years ago
₹76.4k
▼ ₹23.6k loss · -8.6% / year
Invested 5 years ago
₹88.3k
▼ ₹11.7k loss · -2.5% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.32 L
Gain / loss-₹47.8k
XIRR (annualised)-19.20%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.35 L
Projected gain*+-₹44.6k
*at this fund's historical rate of -19.20% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 260 other funds in Growth

Same plan
1-year return
-24.40%median 11.70% (-36.10%)
Rank #227 of 261Beats 9% of peers
3-year return
-8.60%median 8.92% (-17.51%)
Rank #176 of 261Beats 8% of peers
5-year return
-2.45%median 4.07% (-6.53%)
Rank #33 of 261Beats 0% of peers
Bumpiness (3Y)
14.71%median 18.29% (-3.59%)
Rank #63 of 261Less risky than 76% of peers
Worst-ever drop
-37.24%median -35.12% (-2.12%)
Rank #91 of 261Less risky than 65% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 5 of last 7 years were positive.

+42%
2014
+1%
2015
+3%
2016
+33%
2017
-16%
2018
+2%
2019
-26%
2020
Best year
2014 · 42.41%
Worst year
2020 · -25.68%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
14.7%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-37.24%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Sahara Wealth Plus Fund-Fixed Pricing Option-Direct-Dividend Option against other other funds.

Technical details (for the pros)
CAGR — 1 year-24.40%
CAGR — 3 years-8.60%
CAGR — 5 years-2.45%
CAGR — since launch0.17%
Volatility — 1 year (annualised)19.20%
Volatility — 3 years (annualised)14.71%
Max drawdown — 1 year-30.39%
Max drawdown — 3 years-36.66%
Sharpe ratio — 1 year (rf=6%)-1.81
Sharpe ratio — 3 years (rf=6%)-1.03

Fund info

Fund house
Sahara Mutual Fund
Category
Growth
Plan
Direct
Option
Dividend
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
120341
First price on record
1 Jan 2013 · 1,779 daily prices

About Sahara Wealth Plus Fund-Fixed Pricing Option-Direct-Dividend Option

Sahara Wealth Plus Fund-Fixed Pricing Option-Direct-Dividend Option is a Growth offered by Sahara Mutual Fund under the Direct plan with the Dividend option. It has approximately 14 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Sahara Wealth Plus Fund-Fixed Pricing Option-Direct-Dividend Option is ₹23.3573 (as of 27 Mar 2020). Historically, it has delivered -24.44% over the last year, -8.60% CAGR over 3 years, -2.45% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 14.7% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 37.2%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Sahara Wealth Plus Fund-Fixed Pricing Option-Direct-Dividend Option?+

The latest NAV of Sahara Wealth Plus Fund-Fixed Pricing Option-Direct-Dividend Option is ₹23.3573 as of 27 Mar 2020, down 0.01% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Sahara Wealth Plus Fund-Fixed Pricing Option-Direct-Dividend Option?+

Sahara Wealth Plus Fund-Fixed Pricing Option-Direct-Dividend Option has delivered 1-year return -24.44%, 3-year CAGR -8.60%, 5-year CAGR -2.45%, since-inception CAGR 0.17%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Sahara Wealth Plus Fund-Fixed Pricing Option-Direct-Dividend Option belong to?+

Sahara Wealth Plus Fund-Fixed Pricing Option-Direct-Dividend Option is categorised as Growth. A specialised fund. Check the scheme details for what it invests in.

How risky is Sahara Wealth Plus Fund-Fixed Pricing Option-Direct-Dividend Option?+

Based on its 3-year annualised volatility of 14.7%, Sahara Wealth Plus Fund-Fixed Pricing Option-Direct-Dividend Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Sahara Wealth Plus Fund-Fixed Pricing Option-Direct-Dividend Option a direct plan?+

Sahara Wealth Plus Fund-Fixed Pricing Option-Direct-Dividend Option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).

How old is Sahara Wealth Plus Fund-Fixed Pricing Option-Direct-Dividend Option?+

Sahara Wealth Plus Fund-Fixed Pricing Option-Direct-Dividend Option has NAV history available from 1 Jan 2013 — approximately 14 years of track record and 1,779 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.