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
Hybrid - Conservative Hybrid Fund
236
32.63 236
7.41
02 Dec' 03
3.86
4.41
6.92
8.51
8.54
8.20
7.91
7.76
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
380
93.42 380
7.85
01 Jan' 91
-10.7
0.2
1.54
6
7.85
7.35
7.60
9.64
Very Good
Not Good
Equity - Multi Cap Fund
265
41.31 265
7.55
31 Mar' 98
-14.09
-1.36
0.28
5.31
8.14
7.85
7.92
10.50
Very Good
Not Good
Equity - Large Cap Fund
306
23.53 306
8.07
31 Mar' 98
-13.46
0.19
2.51
7.21
9.87
9.94
9.29
12.23
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
64
57.86 64
8.23
01 Apr' 98
5.44
5.02
5.79
6.59
6.39
6.62
6.97
7.47
Very Good
Not Good
Equity - ELSS
229
55.26 229
7.82
31 Mar' 98
-18.44
-1.12
1.81
7.59
10.98
10.23
9.36
10.71
Very Good
Not Good
Hybrid - Dynamic Asset Allocation
737
26.95 737
8.08
04 Oct' 07
-8.42
1.17
4.63
8.97
11.15
11.95
12.43
11.75
Very Good
Very Good
Hybrid - Aggressive Hybrid Fund
1,088
66.66 1,088
9.71
14 Jan' 00
-15.89
0.41
5.64
9.32
11.01
11.79
11.39
13.03
Very Good
Somewhat Good
Hybrid - Equity Savings
36
35.22 36
7.2
23 May' 02
-3.47
2.36
4.45
5.65
6.04
6.82
7.07
7.28
Very Good
Not Good
Equity - Sectoral Fund - Banks & Financial Services
1,895
162.65 1,895
17.7
26 May' 03
-47.19
-12.75
-2.07
5.5
16.22
17.09
17.73
18.63
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
892
36.64 892
8.24
12 Jan' 04
-15.2
-2.33
1.87
6
8.02
9.86
10.27
10.38
Very Good
Not Good
Hybrid - Balanced Advantage
2,682
83.12 2,682
14.5
15 Nov' 04
-10.71
0.76
4.22
8.82
11.69
12.59
13.01
13.34
Very Good
Very Good
Hybrid - Aggressive Hybrid Fund
4,914
38.49 4,914
9.36
10 Jun' 05
-29.65
-8.25
-0.46
6.55
11.42
13.78
14.07
14.02
Very Good
Somewhat Good
Hybrid - Aggressive Hybrid Fund
29,106
125.34 29,106
10.8
06 Jan' 96
-10.18
3.78
5.6
10.92
12.58
12.74
12.81
15.01
Very Good
Very Good
Hybrid - Conservative Hybrid Fund
958
40.03 958
7.48
23 Mar' 01
-0.08
2.59
5.83
7.96
8.17
8.09
7.92
7.47
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
1,549
82.93 1,549
11.1
15 Jun' 00
-11.13
1.94
5.03
6.39
8.52
9.10
9.10
11.66
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
3,208
183.05 3,208
12.5
08 Oct' 95
-17.06
-2.62
1.4
9.27
12.38
13.50
14.30
16.78
Very Good
Very Good
Hybrid - Equity Savings
118
32.05 118
5.69
27 Apr' 00
-3.83
1.7
3.31
6.24
6.43
6.81
6.97
6.93
Very Good
Not Good
Equity - Thematic Fund - Other
527
145.59 527
11.8
24 May' 96
-8.73
1.31
2.37
9.32
12.14
12.69
12.86
17.05
Very Good
Not Good
Equity - Large Cap Fund
22
61.78 22
7.43
28 Feb' 95
-19.19
-4.53
-0.51
4.46
7.69
7.52
7.45
10.50
Very Good
Not Good
*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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