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Sahara Wealth Plus Fund-Variable Pricing Option-Direct-Growth (defunct)

Sahara Mutual Fund · Equity · benchmark: —
AUM (all plans)
CAGR (full)
Sharpe (full)
Sharpe (bull ≤Sep-24)
Sharpe (sideways Oct-24→)
Max drawdown
-34.5%
Months of data
86
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

2013201420152016201720182019202088168249Fund (NAV=100)Risk-free 6%/yrCategory median (Flexi)

Drawdown

20132014201520162017201820192020-35-170Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY220
FY230
FY240
FY250
FY260
FY27*0
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-6.6-0.3+3.6+3.4-2.4+0.7-4.9+4.8+9.0+1.4+6.3+14.9
2014-3.0+3.8+4.7+0.9+12.2+6.2-2.4+4.3+6.5+0.2+4.3+0.2+44.2
2015+5.3+1.0-2.3-3.1+3.0-0.7+4.8-6.8-3.2+2.9+1.2+2.2+3.5
2016-6.1-8.5+12.6+1.7+2.0+3.1+4.9+4.0-1.7+2.7-4.2-2.5+6.2
2017+4.9+3.5+6.3+3.0+0.6+0.9+3.3-0.8-0.5+5.3+0.6+5.2+36.7
2018-3.8-3.4-3.5+3.7-2.9-3.9+5.9+1.9-8.3-3.6+2.3+1.5-14.1
2019-4.3+1.0+5.2-2.7+1.5-1.8-8.6+1.3+7.0+4.4-0.6+0.9+2.3
2020+5.8-3.9-26.7-25.5

Quarterly average AUM & estimated net flows

201320142015201620172018201920207810AUM (quarter avg), ₹cr
-12
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.