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SMS WEALTH to 59090
Sahara Wealth Plus Fund
Investment Objective
The primary objective of the scheme would be to invest in equity and equity related instruments of companies that would be wealth builders in the long term.
This scheme is suitable for investors who are seeking *
• Long Term Capital Growth;
• Investment in Equity & equity related securities including equity derivatives.
• Moderately High Risk
(Investors understand that their principal will be at moderately high risk)
*(Investors should consult their financial advisers if in doubt about whether the product is suitable for them.)

Launch Date
1st September, 2005
Minimum Application
Rs.1000/- and additional Rs.500/- and in multiples of Rs.1/- thereafter.

Entry Load
NIL
Exit Load
1% - if redeemed on or before 12 months, NIL- If redeemed after 12 months from the date of allotment
‘Direct Option’ – NIL

SIP – Monthly
ECS / Auto Debit Mandate of Initial cheque of Rs.1000/- along with 5 post dated cheques of minimum of Rs.1000/- each.
SIP – Quarterly
ECS / Auto Debit Mandate of initial cheque of Rs.2000/- along with 3 post dated cheques of minimum of Rs.2000/- each.


Expense Ratio prior to 1- 4- 2015
2.70% w.e.f. 01.01.2013 for options other than Direct
2.45% w.e.f. 01.01.2013 for all Direct options
Investment Options
SCHEME NAME OPTION SUB OPTION
Sahara Wealth Plus Fund Variable Pricing Option-Dividend Option Payout
Sahara Wealth Plus Fund Variable Pricing Option-Dividend Option Re-Investment Option
Sahara Wealth Plus Fund Variable Pricing Option -Growth Option
     
Sahara Wealth Plus Fund Variable Pricing Option-Dividend Option -Direct Payout
Sahara Wealth Plus Fund Variable Pricing Option-Dividend Option -Direct Re-Investment Option
Sahara Wealth Plus Fund Variable Pricing Option-Growth Option-Direct
Sahara Wealth Plus Fund Fixed Pricing Option-Dividend Option Payout
Sahara Wealth Plus Fund Fixed Pricing Option-Dividend Option Re-Investment Option
Sahara Wealth Plus Fund Fixed Pricing Option-Growth Option
Sahara Wealth Plus Fund Fixed Pricing Option-Dividend Option - Direct Payout
Sahara Wealth Plus Fund Fixed Pricing Option-Dividend Option - Direct Re-Investment Option
Sahara Wealth Plus Fund Fixed Pricing Option -Growth Option-Direct
Fund Manager
Anshum Nandecha

Benchmark Index
Nifty 500 (w.e.f. 9th Nov,2015) (earlier CNX 500)
Dividend History
Record Date Rate (per unit) Cum Div NAV (Rs)
Fixed Pricing Option Variable Pricing Option
Dividend Option Dividend Option - Direct Dividend Option Dividend Option - Direct
07/03/2013 Rs.2.50 17.7335 17.7435 18.9205 18.9281
05/10/2010 Rs.4.00 23.2186 24.0699





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