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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. (187 of 388 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
Aditya Birla Sun Life Dividend Yield Fund
 Equity - Dividend Yield Fund
782
 154.48 782
18.1
10 Feb' 03
-6.23
3.48
4.84
7.32
17.64
14.18
14.71
15.36
Risky
Not Good
Aditya Birla Sun Life Infrastructure Fund
 Equity - Sectoral Fund - Infrastructure
593
 31.05 593
8.88
17 Mar' 06
-2.73
4.98
6.14
6.56
16.49
10.68
10.06
9.93
Risky
Very Good
Aditya Birla Sun Life Midcap Fund
 Equity - Mid Cap Fund
2,375
 279.01 2,375
22
03 Oct' 02
-5.6
6.06
10.9
10.8
22.08
16.12
17.07
17.76
Risky
Not Good
Aditya Birla Sun Life Equity Fund
 Equity - Multi Cap Fund
11,223
 723.18 11,223
22.7
27 Aug' 98
4.6
11.33
11.6
11.79
19.46
14.17
15.32
19.01
Risky
Not Good
Aditya Birla Sun Life Small Cap Fund
 Equity - Small cap Fund
2,366
 32.57 2,366
10.1
31 May' 07
-12.54
4.78
10.72
11.07
23.17
17.25
17.29
16.71
Risky
Very Good
Canara Robeco Infrastructure
 Equity - Sectoral Fund - Infrastructure
121
 45.05 121
11.7
02 Dec' 05
2.04
4.97
7.51
8.04
16.42
11.88
11.59
11.59
Risky
Very Good
L&T Infrastructure Fund
 Equity - Sectoral Fund - Infrastructure
1,866
 15.47 1,866
3.79
27 Sep' 07
-4.27
10.65
10.22
7.98
15.56
9.92
10.44
9.14
Risky
Very Good
L&T Midcap Fund
 Equity - Mid Cap Fund
5,026
 128.29 5,026
18.6
09 Aug' 04
-6.32
10.57
14.13
13.91
25.53
18.12
17.77
16.80
Risky
Somewhat Good
DSP India T.I.G.E.R. Fund
 Equity - Thematic Fund - Other
1,201
 92.74 1,201
15.9
11 Jun' 04
6.74
8.85
8.84
7.61
14.87
10.12
11.99
10.83
Risky
Not Good
DSP Small Cap Fund
 Equity - Small cap Fund
5,131
 52.80 5,131
14.8
14 Jun' 07
-6.3
3.09
13.53
13.85
30.11
22.77
23.02
21.89
Risky
Very Good
Quant Large & Mid Cap Fund
 Equity - Large & Mid Cap Fund
5
 36.46 5
10.8
11 Dec' 06
-0.11
7.49
14.61
11.63
17.95
14.32
14.02
13.81
Risky
Not Good
Quant Small Cap Fund
 Equity - Small cap Fund
2
 44.40 2
6.75
16 Oct' 96
-13.4
-1.41
2.92
6.4
8.02
8.50
9.30
10.52
Risky
Not Good
Quant Mid Cap Fund
 Equity - Mid Cap Fund
11
 53.62 11
9.58
26 Feb' 01
-5.78
5.22
7.52
7.71
9.11
7.36
7.60
8.30
Risky
Not Good
L&T Large and Midcap Fund
 Equity - Large & Mid Cap Fund
1,390
 46.23 1,390
12.3
22 May' 06
-3.12
8.25
9.59
11.12
19.18
14.13
14.22
14.03
Risky
Somewhat Good
Franklin India Equity Advantage Fund
 Equity - Large & Mid Cap Fund
2,696
 79.48 2,696
15.5
02 Mar' 05
0.91
6.72
9.88
11.13
18.80
14.04
14.81
14.61
Risky
Somewhat Good
Franklin India Focused Equity Fund
 Equity - Focused Fund
8,652
 42.15 8,652
12.7
26 Jul' 07
13.37
10.55
14.14
14.44
22.60
16.91
18.04
16.48
Risky
Somewhat Good
Franklin India Smaller Companies Fund
 Equity - Small cap Fund
7,369
 51.63 7,369
12.9
13 Jan' 06
-8.47
5.03
12.35
15.28
26.19
19.11
19.12
18.63
Risky
Very Good
Franklin India Technology Fund
 Equity - Sectoral Fund - TECk
245
 161.25 245
14.5
22 Aug' 98
11.77
13.18
13.39
12.85
21.72
13.39
13.55
14.71
Risky
Very Good
HDFC Focused 30 Fund
 Equity - Focused Fund
495
 78.03 495
14.8
17 Sep' 04
4.07
7.5
7.39
8.05
18.35
12.24
12.96
12.27
Risky
Not Good
HDFC Equity Fund
 Equity - Multi Cap Fund
23,688
 683.34 23,688
18.8
01 Jan' 95
14.71
12.54
10.01
11.32
20.88
15.02
16.48
21.37
Risky
Somewhat 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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