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

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

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
₹27.7187
▼ 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
₹75.7k
▼ ₹24.3k loss · -24.3% / year
Invested 3 years ago
₹79.2k
▼ ₹20.8k loss · -7.5% / year
Invested 5 years ago
₹95.3k
▼ ₹4.7k loss · -1.0% / 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₹1.34 L
Gain / loss-₹46.4k
XIRR (annualised)-18.56%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.37 L
Projected gain*+-₹43.3k
*at this fund's historical rate of -18.56% 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
-24.27%median 11.70% (-35.97%)
Rank #226 of 261Beats 9% of peers
3-year return
-7.48%median 8.92% (-16.40%)
Rank #172 of 261Beats 10% of peers
5-year return
-0.95%median 4.07% (-5.03%)
Rank #30 of 261Beats 9% of peers
Bumpiness (3Y)
14.71%median 18.29% (-3.58%)
Rank #66 of 261Less risky than 75% of peers
Worst-ever drop
-35.83%median -35.12% (-0.71%)
Rank #118 of 261Less risky than 55% 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.

+44%
2014
+3%
2015
+5%
2016
+36%
2017
-14%
2018
+2%
2019
-26%
2020
Best year
2014 · 43.78%
Worst year
2020 · -25.65%

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
-35.83%

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-Variable Pricing Option-Direct -Dividend against other other funds.

Technical details (for the pros)
CAGR — 1 year-24.27%
CAGR — 3 years-7.48%
CAGR — 5 years-0.95%
CAGR — since launch1.79%
Volatility — 1 year (annualised)19.20%
Volatility — 3 years (annualised)14.71%
Max drawdown — 1 year-30.38%
Max drawdown — 3 years-35.44%
Sharpe ratio — 1 year (rf=6%)-1.80
Sharpe ratio — 3 years (rf=6%)-0.95

Fund info

Fund house
Sahara Mutual Fund
Category
Growth
Plan
Direct
Option
Dividend
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
120344
First price on record
1 Jan 2013 · 1,779 daily prices

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

Sahara Wealth Plus Fund-Variable Pricing Option-Direct -Dividend 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-Variable Pricing Option-Direct -Dividend is ₹27.7187 (as of 27 Mar 2020). Historically, it has delivered -24.31% over the last year, -7.48% CAGR over 3 years, -0.95% 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 35.8%. 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-Variable Pricing Option-Direct -Dividend?+

The latest NAV of Sahara Wealth Plus Fund-Variable Pricing Option-Direct -Dividend is ₹27.7187 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-Variable Pricing Option-Direct -Dividend?+

Sahara Wealth Plus Fund-Variable Pricing Option-Direct -Dividend has delivered 1-year return -24.31%, 3-year CAGR -7.48%, 5-year CAGR -0.95%, since-inception CAGR 1.79%. Returns are historical and don't predict future performance — markets move in cycles.

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

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

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

Based on its 3-year annualised volatility of 14.7%, Sahara Wealth Plus Fund-Variable Pricing Option-Direct -Dividend 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-Variable Pricing Option-Direct -Dividend a direct plan?+

Sahara Wealth Plus Fund-Variable Pricing Option-Direct -Dividend 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-Variable Pricing Option-Direct -Dividend?+

Sahara Wealth Plus Fund-Variable Pricing Option-Direct -Dividend 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.