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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
Kotak India EQ Contra Fund
 Equity - Contra Fund
811
 49.44 811
12
27 Jul' 05
-7.81
9.76
9.13
9.05
16.72
12.27
12.02
11.93
Very Good
Somewhat Good
Invesco India Contra Fund
 Equity - Contra Fund
3,880
 43.75 3,880
12.7
11 Apr' 07
-12.13
8.78
10.95
11.48
21.80
16.23
16.13
15.69
Somewhat Good
Very Good
SBI Contra Fund
 Equity - Contra Fund
1,341
 94.33 1,341
11.3
14 Jul' 99
-16.62
-0.32
4.13
5.23
14.17
10.45
12.51
15.28
Risky
Not Good
Aditya Birla Sun Life Dividend Yield Fund
 Equity - Dividend Yield Fund
726
 145.21 726
17.6
10 Feb' 03
-17.37
0.38
3.1
5.83
17.19
14.02
14.54
15.26
Risky
Not Good
Principal Dividend Yield Fund
 Equity - Dividend Yield Fund
188
 48.33 188
11.2
15 Oct' 04
-12.78
7.94
7.85
7.99
17.16
12.08
11.38
11.03
Somewhat Good
Very Good
Templeton India Equity Income Fund
 Equity - Dividend Yield Fund
910
 43.47 910
11.7
18 May' 06
-9.27
6.24
6.86
9.12
17.89
13.39
13.02
13.04
Risky
Somewhat Good
UTI Dividend Yield Fund
 Equity - Dividend Yield Fund
2,318
 61.15 2,318
13.5
03 May' 05
-8.62
6.81
6.53
7.48
16.05
12.96
13.25
13.10
Somewhat Good
Not Good
ICICI Prudential Dividend Yield Equity Fund
 Equity - Dividend Yield Fund
170
 14.92 170
7.87
16 May' 14
-15.85
3.39
5.44
NA
8.64
12.22
7.85
NA
Risky
Not Good
IDBI Dividend Yield Fund
 Equity - Dividend Yield Fund
104
 9.75 104
-3.67
21 Dec' 18
NA
NA
NA
NA
NA
NA
NA
NA
Very Good
NA
BNP Paribas Long Term Equity Fund
 Equity - ELSS
449
 36.84 449
10
05 Jan' 06
-3.05
5.5
8.06
11.02
17.19
11.73
12.22
11.90
Very Good
Not Good
Aditya Birla Sun Life Tax Plan
 Equity - ELSS
572
 34.81 572
10.2
03 Oct' 06
-14.93
5.54
9.57
10.77
18.07
13.33
13.82
13.15
Somewhat Good
Not Good
DSP Tax Saver Fund
 Equity - ELSS
5,434
 45.82 5,434
12.8
18 Jan' 07
-4.68
7.17
10.39
11.11
19.64
15.15
15.20
14.67
Somewhat Good
Very Good
DHFL Pramerica Tax Plan
 Equity - ELSS
34
 30.43 34
8.63
20 Mar' 06
-2.19
8.16
10.18
9.09
15.07
10.40
10.08
9.91
Somewhat Good
Not Good
Quant Tax Plan
 Equity - ELSS
10
 83.36 10
11.5
31 Mar' 00
-12.86
3.58
11.42
5.36
13.65
8.06
8.08
10.35
Risky
Not Good
L&T Tax Advantage Fund
 Equity - ELSS
3,186
 49.69 3,186
12.6
27 Feb' 06
-12.93
6.7
8.64
9.43
18.67
14.72
14.33
14.39
Somewhat Good
Not Good
Franklin India Taxshield
 Equity - ELSS
3,818
 522.31 3,818
21.4
10 Apr' 99
-9.57
4.17
8.53
11.11
18.81
15.00
16.01
19.21
Somewhat Good
Not Good
HDFC Long Term Advantage Fund
 Equity - ELSS
1,361
 333.97 1,361
20.7
02 Jan' 01
-6.25
8.47
8.37
10.51
19.19
13.99
14.28
19.01
Somewhat Good
Somewhat 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
HSBC Tax Saver Equity Fund
 Equity - ELSS
147
 33.83 147
10.1
05 Jan' 07
-11.23
5.05
7.18
9.45
17.56
13.64
13.81
13.21
Risky
Somewhat Good
ICICI Prudential Long Term Equity Fund (Tax Saving)
 Equity - ELSS
6,087
 347.12 6,087
19.4
19 Aug' 99
-9.13
5.44
7.34
10.71
21.28
15.11
15.63
20.31
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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