Fund Name
Category
Net Assets (Cr.)

NAV (Rs.)
AUM (Cr.)
Returns Since inception
Returns
Is it a Sahi Mutual Fund?

Past

Avg Rolling
Quality
Performance
Equity - Value Fund
15,462
140.89 15,462
18.8
16 Aug' 04
1.32
5.35
6.14
12.29
22.84
18.73
18.83
18.60
Very Good
Not Good
Equity - Multi Cap Fund
13,093
26.74 13,093
18.9
28 Apr' 14
6.7
11.6
12.11
NA
15.90
16.78
15.63
NA
Very Good
Very Good
Equity - Large Cap Fund
13,091
35.27 13,091
10.6
08 Aug' 07
7.66
12.9
8.97
11.28
16.28
13.55
13.99
13.15
Risky
Somewhat Good
Hybrid - Aggressive Hybrid Fund
11,608
762.85 11,608
19
10 Feb' 95
4.99
7.21
7.3
10.34
15.15
14.01
14.73
17.13
Very Good
Very Good
Equity - Multi Cap Fund
11,594
753.48 11,594
22.4
27 Aug' 98
8.41
10.82
10.58
11.67
17.69
13.96
14.54
18.52
Somewhat Good
Not Good
Equity - Multi Cap Fund
11,400
580.69 11,400
17.4
29 Sep' 94
4.74
7.25
7.24
11.15
16.69
14.35
15.60
19.43
Somewhat Good
Not Good
Equity - ELSS
10,674
54.12 10,674
12.4
21 Sep' 05
0.73
3.8
3.56
10.68
19.01
15.36
15.30
15.27
Risky
Not Good
Equity - Multi Cap Fund
10,308
96.62 10,308
16.6
28 Mar' 05
2.66
10.74
5.95
11.32
20.78
16.11
16.57
16.44
Risky
Not Good
Equity - Multi Cap Fund
10,062
149.19 10,062
14.3
01 Aug' 05
10.55
13.37
8.88
11.33
16.66
14.14
14.11
14.07
Very Good
Not Good
Equity - ELSS
9,814
32.25 9,814
10.4
10 Mar' 08
5.15
12.65
10.63
11.65
17.96
15.08
16.28
14.77
Somewhat Good
Not Good
Equity - ELSS
9,814
32.25 9,814
10.5
10 Mar' 08
5.15
12.65
10.63
11.65
17.96
15.08
16.28
14.77
Somewhat Good
Not Good
Hybrid - Aggressive Hybrid Fund
9,278
54.43 9,278
12.3
10 Jun' 05
3.91
8.03
7.89
9.92
15.69
14.77
14.61
14.48
Very Good
Very Good
Equity - Small cap Fund
9,034
37.87 9,034
12
03 Apr' 08
-10.03
8.87
8.67
10.12
19.42
16.62
17.02
16.56
Risky
Somewhat Good
Equity - Large & Mid Cap Fund
8,868
56.96 8,868
20.1
09 Jul' 10
14.19
16.39
16.15
20.18
22.93
25.57
26.46
19.36
Somewhat Good
Very Good
Equity - Focused Fund
8,800
30.44 8,800
15.9
29 Jun' 12
14.78
18.46
12.99
NA
16.18
16.39
16.88
NA
Very Good
Very Good
Equity - Large Cap Fund
8,749
31.80 8,749
12.2
05 Jan' 10
18
19.57
10.84
12.01
12.72
13.76
13.93
11.73
Very Good
Somewhat Good
Equity - Focused Fund
8,714
41.58 8,714
12.1
26 Jul' 07
13.98
9.78
8.16
13.66
20.78
16.53
17.53
16.03
Risky
Somewhat Good
Equity - Small cap Fund
8,425
37.73 8,425
15.3
16 Sep' 10
-4.63
8.51
10.19
16.03
22.46
26.09
26.44
15.86
Risky
Very Good
Equity - Multi Cap Fund
8,334
50.56 8,334
12
16 Sep' 05
10.88
12.05
10.98
11.5
16.33
12.36
11.90
11.65
Somewhat Good
Not Good
ETFs - Index
8,053
328.25 8,053
11.5
04 Dec' 14
19.72
20.52
12.39
NA
14.31
16.49
11.62
NA
Somewhat Good
NA
*Based on the Fund’s Ranking within its Category

FAQs

  • Why should you invest in Mutual Funds?
  • One should invest in Mutual Funds to earn equity-linked returns (significantly higher than FD). This will also help you reach your financial goals faster.
  • How many Mutual Funds should one invest in?
  • You should select at least 4-5 funds that complement each other. Fund Managers like every competent investor choose a strategy, and hence, the one Fund will work best only in some market situations. So, when investing in stocks through Mutual Funds, you need to select a combination that will work better together, in the present and future.
  • Should I invest in mutual funds if I invest in direct stocks?
  • Yes, you should, in order to complement your investment strategy/style/biases and also be confident about committing a larger portion of your Investable Surplus to equities.
  • How to select the best Mutual Fund?
  • Finding a good Mutual Fund to invest in requires you to answer 3 essential questions:
    1. 1. What is the Right Fund? – Check quality of Holdings, consistency of returns, expense
    2. 2. What is the Right Time to buy? – Check portfolio valuation and fund manager investment strategy
    3. 3. What is the Right Allocation? – Check if the fund suits your risk profile
    Read our blog , 'If not past returns, then how do you select the right Equity Mutual Fund to invest in?' for details
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