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How to invest in mutual funds?

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Sahi Fund
Find if a Fund is investment-worthy within its category based on its Underlying Asset Quality, Risks, Returns Performance and Expense Ratio. Unique tools to identify Sahi Funds for FREE.
Sahi Time
If a Mutual Fund is likely to give more returns than FD & its Benchmark in the next 3 years, then right time to invest in it. (107 of 394 Funds are likely to generate 'Less Returns than FD')
Sahi Allocation
A Sahi Mutual Fund is Sahi for you only when it complements your existing portfolio to ensure a diversified portfolio to reduce risk while enhancing returns.

How to Choose Mutual Funds using Moneyworks4me

How to use Moneyworks4me MF Dashboard to Invest

Investmentshastra

Must Read | Mutual Funds Investing
Do you know the ABC of Mutual Funds Investing
Must Read | Mutual Funds Investing
Why should you invest in Equity Mutual Funds?

Best Mutual Funds

to Invest
POPULAR
Large Cap Mutual Funds Mid Cap Mutual Funds Small Cap Mutual Funds Multi Cap Mutual Funds Tax Savings ELSS Mutual Funds

Investmentshastra

Must Read | Mutual Funds Investing
Do you know the ABC of Mutual Funds Investing
Must Read | Mutual Funds Investing
Why should you invest in Equity Mutual Funds?

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
Aditya Birla Sun Life Equity Hybrid '95 Fund
 Hybrid - Aggressive Hybrid Fund
11,790
 707.67 11,790
18.9
10 Feb' 95
-8.73
3.78
8.14
9.52
16.89
14.32
15.26
17.42
Very Good
Very Good
Aditya Birla Sun Life Equity Fund
 Equity - Multi Cap Fund
10,694
 664.68 10,694
22.1
27 Aug' 98
-10.59
5.9
9.53
10.14
19.22
14.06
15.14
18.91
Risky
Somewhat Good
Franklin India Equity Fund
 Equity - Multi Cap Fund
10,604
 532.47 10,604
17.3
29 Sep' 94
-13.67
3.2
8.18
10.32
18.07
14.55
16.23
19.95
Somewhat Good
Somewhat Good
Reliance Equity Hybrid Fund
 Hybrid - Aggressive Hybrid Fund
9,814
 49.48 9,814
11.9
10 Jun' 05
-12.33
4.01
7.16
8.79
17.61
15.10
14.87
14.79
Very Good
Very Good
Reliance Multi Cap Fund
 Equity - Multi Cap Fund
9,706
 86.62 9,706
16.1
28 Mar' 05
-9.4
4.95
6.71
10.1
22.73
16.09
16.93
16.78
Risky
Not Good
Reliance Tax Saver (ELSS) Fund
 Equity - ELSS
9,659
 46.28 9,659
11.6
21 Sep' 05
-20.48
-2.06
3.22
8.77
20.64
15.51
15.73
15.61
Risky
Not Good
UTI Equity Fund
 Equity - Multi Cap Fund
9,026
 131.24 9,026
13.7
01 Aug' 05
-13.07
5.95
7.92
10.6
18.05
14.17
14.30
14.27
Very Good
Somewhat Good
Aditya Birla SL Tax Relief '96(ELSS U/S 80C of IT AC...
 Equity - ELSS
8,416
 28.22 8,416
9.47
10 Mar' 08
-13.62
6.25
10.35
9.93
19.81
15.26
16.56
15.28
Somewhat Good
Not Good
Aditya Birla SL Tax Relief '96(G)
 Equity - ELSS
8,416
 28.22 8,416
9.59
10 Mar' 08
-13.62
6.25
10.35
9.93
19.81
15.26
16.56
15.28
Somewhat Good
Not Good
L&T Hybrid Equity Fund
 Hybrid - Aggressive Hybrid Fund
8,397
 25.02 8,397
11.3
07 Feb' 11
-6.75
5.74
8.83
NA
14.57
16.84
16.76
NA
Very Good
Very Good
Franklin India Focused Equity Fund
 Equity - Focused Fund
8,183
 37.43 8,183
11.5
26 Jul' 07
-5.67
5.71
9.45
12.18
22.36
16.78
17.92
16.36
Risky
Somewhat Good
HDFC Small Cap Fund
 Equity - Small cap Fund
7,894
 36.73 7,894
12.1
03 Apr' 08
-18.63
7.09
10.51
10.03
21.83
16.93
17.40
17.43
Risky
Somewhat Good
Axis Focused 25 Fund
 Equity - Focused Fund
7,785
 26.90 7,785
14.8
29 Jun' 12
-8.66
11.57
12.09
NA
16.23
16.40
17.43
NA
Very Good
Very Good
L&T India Value Fund
 Equity - Value Fund
7,716
 32.46 7,716
13
08 Jan' 10
-13.92
5.43
10.44
12.08
16.65
19.71
21.56
14.31
Risky
Somewhat Good
Reliance Small Cap Fund
 Equity - Small cap Fund
7,542
 34.18 7,542
14.7
16 Sep' 10
-22.21
6.03
11.15
NA
23.50
27.07
27.74
NA
Risky
Very Good
Mirae Asset Emerging Bluechip Fund
 Equity - Large & Mid Cap Fund
7,499
 50.45 7,499
19.4
09 Jul' 10
-3.04
11.61
16.7
18.3
23.28
26.16
27.28
19.07
Somewhat Good
Very Good
SBI Magnum Multicap Fund
 Equity - Multi Cap Fund
7,465
 46.24 7,465
11.6
16 Sep' 05
-5.65
7.46
11.43
10.68
17.41
12.12
11.91
11.68
Somewhat Good
Not Good
HDFC Tax Saver
 Equity - ELSS
6,979
 466.79 6,979
17.8
31 Mar' 96
-12.28
4.33
4.84
7.87
19.00
13.61
14.64
20.13
Risky
Not Good
SBI Magnum TaxGain Scheme 1993
 Equity - ELSS
6,741
 129.16 6,741
10.2
31 Mar' 93
-11.32
2.86
5.4
8.58
16.43
11.55
11.11
12.81
Somewhat Good
Not Good
Franklin India Smaller Companies Fund
 Equity - Small cap Fund
6,729
 46.07 6,729
11.9
13 Jan' 06
-20.47
-0.19
8.25
13.2
25.88
19.03
18.99
18.52
Somewhat Good
Very Good
*Based on the Fund’s Ranking within its Category
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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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