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 - Large & Mid Cap Fund
5,039
449.29 5,039
16.7
24 Feb' 95
20.92
7.68
8.68
13.33
15.38
13.15
12.96
15.17
Somewhat Good
Not Good
Equity - Mid Cap Fund
4,818
42.76 4,818
17.4
18 Feb' 11
25.78
17.36
10.88
17.46
20.16
20.60
19.35
17.47
Very Good
Not Good
Equity - Contra Fund
4,751
51.82 4,751
13.6
11 Apr' 07
18.8
12.83
10.05
14.42
17.93
16.05
15.79
15.33
Somewhat Good
Very Good
Equity - Value Fund
4,634
66.83 4,634
13.9
20 Jul' 05
19.28
9.97
5.46
11.15
13.80
13.28
13.39
13.45
Somewhat Good
Not Good
Hybrid - Dynamic Asset Allocation
4,454
26.11 4,454
2
01 Oct' 71
5.32
6.04
6.21
4.12
4.54
4.57
3.98
3.25
Very Good
Not Good
Hybrid - Dynamic Asset Allocation
4,454
26.11 4,454
2
01 Oct' 71
5.32
6.04
6.21
4.12
4.54
4.57
3.98
3.25
Very Good
Not Good
Equity - Focused Fund
4,450
64.24 4,450
13.9
24 Oct' 05
18.88
9.57
7.76
13.06
15.19
13.50
13.34
13.39
Somewhat Good
Not Good
Hybrid - Aggressive Hybrid Fund
4,434
167.69 4,434
2.07
02 Jan' 95
6.52
4.12
5.18
8.86
11.55
11.00
11.06
11.71
Very Good
Not Good
Equity - Value Fund
4,386
286.12 4,386
13.7
01 Feb' 94
5.34
7.03
6.71
11.57
16.89
15.02
15.02
19.02
Risky
Somewhat Good
ETFs - Index
4,326
312.96 4,326
11.3
20 Mar' 15
16.53
15.39
NA
NA
16.04
16.58
NA
NA
Somewhat Good
NA
Equity - Focused Fund
4,278
48.45 4,278
12.7
26 Dec' 06
14.92
6.91
7.34
14.12
19.10
16.01
16.09
15.38
Risky
Not Good
Hybrid - Equity Savings
4,168
37.61 4,168
8.96
17 Sep' 04
7.4
5.96
7.72
8.92
9.64
9.91
9.62
9.57
Very Good
Not Good
Equity - Value Fund
4,108
46.30 4,108
13.8
27 Mar' 08
0.69
-1.49
3.87
12.95
19.76
18.88
20.10
18.33
Risky
Not Good
Hybrid - Aggressive Hybrid Fund
4,074
218.89 4,074
13.5
08 Oct' 95
11.81
5.52
4.99
12.02
14.78
13.93
14.84
17.13
Very Good
Very Good
Equity - ELSS
4,056
579.44 4,056
21.4
10 Apr' 99
11.3
6.64
6.25
12.52
16.27
14.83
15.23
18.67
Risky
Not Good
Equity - Thematic Fund - MNC
3,918
812.57 3,918
16.8
27 Dec' 99
14.19
12.06
8.08
17.76
22.18
20.23
19.88
21.05
Very Good
Not Good
Equity - Mid Cap Fund
3,916
107.77 3,916
14.1
30 Jul' 05
17.76
5.88
6.58
15.42
20.99
17.78
16.89
16.90
Somewhat Good
Not Good
Equity - Thematic Fund - MNC
3,748
183.61 3,748
12.2
30 Sep' 94
14.77
10.17
6.8
15.63
19.51
15.98
16.17
19.09
Somewhat Good
Not Good
Hybrid - Balanced Advantage
3,719
11.39 3,719
8.78
03 Aug' 18
14.8
NA
NA
NA
11.23
NA
NA
NA
Very Good
NA
Equity - Mid Cap Fund
3,718
77.28 3,718
14.7
29 Mar' 05
14.53
3.07
7.02
15.86
18.67
15.08
14.94
14.80
Somewhat 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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