Sahara
Sahara Wealth Plus Fund-Fixed Pricing Option-Growth Option
NAV history & peer comparison
All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
Returns matrix
Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).
| Window | Fund | Category avg | +/− vs avg | Rank | Quartile |
|---|---|---|---|---|---|
| 1D | -0.01% | +0.06% | -0.07 | 188 / 299 | Q3 |
| 1W | -8.53% | -3.61% | -4.92 | 288 / 303 | Q4 |
| 2W | -18.22% | -4.52% | -13.70 | 286 / 303 | Q4 |
| 1M | -28.53% | -5.64% | -22.89 | 278 / 302 | Q4 |
| 3M | -25.28% | -4.27% | -21.01 | 274 / 302 | Q4 |
| 6M | -22.44% | +1.48% | -23.92 | 283 / 307 | Q4 |
| YTD | -25.69% | -0.18% | -25.51 | 280 / 309 | Q4 |
| 1Y | -24.89% | +7.10% | -32.00 | 272 / 307 | Q4 |
| 2Y | -15.52% | +2.20% | -17.72 | 273 / 303 | Q4 |
| 3Y | -8.99% | +0.76% | -9.75 | 232 / 264 | Q4 |
| 4Y | -1.72% | +0.58% | -2.31 | 187 / 235 | Q4 |
| 5Y | -3.03% | +0.02% | -3.05 | 181 / 208 | Q4 |
| 7Y | +6.41% | +3.12% | +3.30 | 78 / 130 | Q3 |
| 10Y | +5.90% | +7.20% | -1.30 | 41 / 68 | Q3 |
| Inception | +6.09% | +0.51% | +5.57 | 126 / 310 | Q2 |
Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%
Calendar-year returns
Full-year performance vs category average. Current year is partial (year-to-date).
| Year | Fund | Category avg | +/− vs avg | Rank |
|---|---|---|---|---|
| 2020 YTD | -25.69% | -9.83% | -15.86 | 25 / 39 |
| 2019 | +1.83% | +4.81% | -2.98 | 34 / 39 |
| 2018 | -15.87% | -8.44% | -7.43 | 48 / 55 |
| 2017 | +32.25% | +29.57% | +2.69 | 31 / 65 |
| 2016 | +2.90% | +1.07% | +1.83 | 35 / 88 |
| 2015 | +0.67% | -3.94% | +4.61 | 43 / 99 |
| 2014 | +42.06% | +34.59% | +7.47 | 43 / 133 |
| 2013 | +10.49% | +0.03% | +10.47 | 8 / 154 |
| 2012 | +30.54% | +23.57% | +6.98 | 69 / 190 |
| 2011 | -23.28% | -23.68% | +0.40 | 112 / 241 |
| 2010 | +25.84% | +11.69% | +14.15 | 27 / 256 |
Rolling returns
Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.
SIP returns — historical "what if"
If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.
| Period | Total invested | Today's value | XIRR | Wealth multiplier |
|---|---|---|---|---|
| ₹ — | ₹ — |
XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.
Risk profile
Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.
Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.
Recent NAVs
| Date | NAV |
|---|---|
| 27 Mar 2020 | ₹32.2018 |
| 26 Mar 2020 | ₹32.2039 |
| 25 Mar 2020 | ₹32.2059 |
| 24 Mar 2020 | ₹32.2079 |
| 23 Mar 2020 | ₹32.2099 |
| 20 Mar 2020 | ₹35.2062 |
| 19 Mar 2020 | ₹34.1409 |
| 18 Mar 2020 | ₹35.0234 |
| 17 Mar 2020 | ₹36.5955 |
| 16 Mar 2020 | ₹37.2904 |
Frequently asked questions
These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.
- understands what asset class this scheme actually invests in (check the factsheet)
- matches that asset class's volatility profile to their goal horizon
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.