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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 - Sectoral Fund - Infrastructure
48
18.86 48
4.93
24 Oct' 07
6.73
0.84
7.84
12.11
10.36
9.45
10.14
9.36
Risky
Very Good
Index Funds - Nifty
48
10.75 48
7.04
23 Dec' 19
NA
NA
NA
NA
NA
NA
NA
NA
Somewhat Good
NA
Equity - Focused Fund
47
9.26 47
-0.68
05 Mar' 08
-1.28
1.83
10.78
13.77
8.36
7.88
9.43
8.11
Very Good
Not Good
Hybrid - Balanced Hybrid Fund
47
12.89 47
5.31
03 Feb' 16
6.79
1.35
NA
NA
3.37
2.62
NA
NA
NA
NA
Equity - ELSS
45
16.66 45
11.3
31 Mar' 16
21.69
5.13
NA
NA
6.45
4.51
NA
NA
NA
NA
Index Funds - Other
44
63.01 44
17
20 Mar' 09
20.8
9.52
9.85
12.96
10.51
11.51
12.53
11.08
Very Good
NA
Index Funds - Nifty Next 50
44
10.60 44
5.95
23 Dec' 19
NA
NA
NA
NA
NA
NA
NA
NA
Somewhat Good
NA
Hybrid - Equity Savings
43
41.05 43
7.89
23 May' 02
11.55
6.02
7.46
7.31
6.04
6.62
6.96
7.24
Very Good
Not Good
Hybrid - Equity Savings
43
41.05 43
7.89
23 May' 02
11.55
6.02
7.46
7.31
6.04
6.62
6.96
7.24
Very Good
Not Good
Hybrid - Equity Savings
43
41.05 43
7.89
23 May' 02
11.55
6.02
7.46
7.31
6.04
6.62
6.96
7.24
Very Good
Not Good
Equity - Sectoral Fund - Banks & Financial Services
43
24.27 43
10.8
22 Jun' 12
-4.3
4.89
10.77
NA
11.20
11.56
11.66
NA
Very Good
Not Good
Index Funds - Nifty
43
14.61 43
82.6
15 Apr' 20
NA
NA
NA
NA
NA
NA
NA
NA
Somewhat Good
NA
Hybrid - Balanced Hybrid Fund
42
12.16 42
7.27
21 Feb' 18
6.57
NA
NA
NA
7.57
NA
NA
NA
NA
NA
ETFs - Index
42
20.27 42
10.1
03 Feb' 11
15.04
-0.7
8.17
13.13
11.56
13.75
13.92
8.76
Risky
NA
Index Funds - Nifty Next 50
42
22.72 42
8.33
20 Sep' 10
6.97
0.06
8.64
13.78
10.68
13.44
13.82
9.80
Somewhat Good
NA
ETFs - Index
42
302.07 42
3.68
24 Jan' 20
NA
NA
NA
NA
NA
NA
NA
NA
Somewhat Good
NA
Equity - ELSS
42
11.07 42
8.72
18 Oct' 19
6.65
NA
NA
NA
0.59
NA
NA
NA
Risky
NA
Hybrid - Dynamic Asset Allocation
41
11.45 41
9.71
05 Jul' 19
10.2
NA
NA
NA
6.70
NA
NA
NA
Very Good
NA
Equity - ELSS
40
20.45 40
5.75
31 Mar' 08
13.17
7.79
13.1
15.59
10.53
10.53
11.78
10.81
Somewhat Good
Not Good
ETFs - Index
39
297.25 39
151.2
03 Sep' 20
NA
NA
NA
NA
NA
NA
NA
NA
Very 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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