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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. (241 of 383 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
Kotak India EQ Contra Fund
 Equity - Contra Fund
765
 52.54 765
12.8
27 Jul' 05
10.13
16.69
14.15
11.04
16.60
12.05
12.06
12.04
Very Good
Somewhat Good
Invesco India Contra Fund
 Equity - Contra Fund
3,658
 47.54 3,658
13.8
11 Apr' 07
7.72
17.49
19.48
13.82
22.12
16.37
16.25
15.99
Somewhat Good
Very Good
SBI Contra Fund
 Equity - Contra Fund
1,563
 110.87 1,563
12.4
14 Jul' 99
-2.19
9.37
12.04
7.78
14.41
10.71
13.31
15.71
Risky
Not Good
Aditya Birla Sun Life Dividend Yield Fund
 Equity - Dividend Yield Fund
828
 158.97 828
18.6
10 Feb' 03
-4.3
8.42
10.2
9.18
17.93
14.24
15.01
15.62
Somewhat Good
Not Good
Principal Dividend Yield Fund
 Equity - Dividend Yield Fund
207
 53.44 207
12.2
15 Oct' 04
4.64
17.56
14.58
11.09
16.86
11.68
11.42
11.11
Somewhat Good
Very Good
Templeton India Equity Income Fund
 Equity - Dividend Yield Fund
976
 46.91 976
12.7
18 May' 06
0.82
13
13.63
10.82
17.63
13.55
13.19
13.25
Risky
Somewhat Good
UTI Dividend Yield Fund
 Equity - Dividend Yield Fund
2,550
 65.25 2,550
14.4
03 May' 05
6.42
13.05
12.03
9.67
16.23
13.15
13.44
13.39
Somewhat Good
Not Good
ICICI Prudential Dividend Yield Equity Fund
 Equity - Dividend Yield Fund
190
 16.80 190
11.1
16 May' 14
-2.85
13.69
NA
NA
9.97
12.98
NA
NA
Somewhat Good
Not Good
IDBI Dividend Yield Fund
 Equity - Dividend Yield Fund
117
 10.19 117
5.74
21 Dec' 18
NA
NA
NA
NA
NA
NA
NA
NA
Very Good
NA
BNP Paribas Long Term Equity Fund
 Equity - ELSS
467
 37.64 467
10.5
05 Jan' 06
5.05
10.17
14.28
12.58
16.51
11.32
12.30
11.87
Somewhat Good
Not Good
Aditya Birla Sun Life Tax Plan
 Equity - ELSS
659
 39.30 659
11.5
03 Oct' 06
3.72
14.32
17.62
13.31
17.97
13.49
13.89
13.23
Somewhat Good
Not Good
DSP Tax Saver Fund
 Equity - ELSS
5,413
 47.84 5,413
13.6
18 Jan' 07
8.41
15.52
17.67
13.35
19.20
15.32
15.31
14.90
Somewhat Good
Very Good
DHFL Pramerica Tax Plan
 Equity - ELSS
35
 30.87 35
8.98
20 Mar' 06
4.43
12.93
14.28
9.56
14.23
10.10
10.03
9.92
Somewhat Good
Not Good
Quant Tax Plan
 Equity - ELSS
10
 92.47 10
12.4
31 Mar' 00
6.62
16.3
20.26
8.47
12.83
7.75
8.09
10.62
Risky
Not Good
L&T Tax Advantage Fund
 Equity - ELSS
3,338
 53.31 3,338
13.6
27 Feb' 06
-0.44
14.6
14.99
12.32
18.81
14.78
14.47
14.66
Risky
Not Good
Franklin India Taxshield
 Equity - ELSS
4,025
 567.63 4,025
22.3
10 Apr' 99
8.39
11.7
15.65
13.29
18.79
15.02
16.39
19.42
Somewhat Good
Somewhat Good
HDFC Long Term Advantage Fund
 Equity - ELSS
1,482
 358.35 1,482
21.6
02 Jan' 01
9.91
16.79
15.27
13.15
18.84
13.70
14.65
19.26
Somewhat Good
Somewhat Good
HDFC Tax Saver
 Equity - ELSS
7,406
 522.63 7,406
18.7
31 Mar' 96
5.3
14.17
13.74
11.02
19.07
13.47
15.33
20.65
Somewhat Good
Not Good
HSBC Tax Saver Equity Fund
 Equity - ELSS
161
 36.60 161
11.1
05 Jan' 07
3.22
13.83
14.17
11.74
17.65
13.83
14.01
13.45
Somewhat Good
Somewhat Good
ICICI Prudential Long Term Equity Fund (Tax Saving)
 Equity - ELSS
6,193
 379.14 6,193
20.3
19 Aug' 99
7.61
13.56
14.87
12.71
20.89
14.82
16.14
20.65
Somewhat Good
Not 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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