How to invest in mutual funds?

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. (140 of 395 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.


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 - Balanced Advantage
42,313
188.97 42,313
16.6
11 Sep' 00
6.95
8.35
8.85
8.05
16.83
12.81
14.03
18.59
Somewhat Good
Very Good
Hybrid - Balanced Advantage
42,313
188.97 42,313
18
01 Feb' 94
6.95
8.35
8.85
8.05
18.97
15.26
16.09
19.71
Somewhat Good
Very Good
Hybrid - Aggressive Hybrid Fund
29,354
138.13 29,354
11.6
06 Jan' 96
15.5
8.86
10.84
10.85
15.99
12.80
13.66
15.31
Very Good
Very Good
Hybrid - Balanced Advantage
27,468
36.11 27,468
10.6
30 Dec' 06
10.94
7.52
9.08
11.06
14.75
12.49
12.99
12.52
Very Good
Very Good
Equity - Multi Cap Fund
25,385
34.81 25,385
13.2
11 Sep' 09
12.54
9.01
12.17
11.53
15.10
16.30
17.86
13.50
Very Good
Very Good
Hybrid - Aggressive Hybrid Fund
23,288
129.75 23,288
13.7
03 Nov' 99
6.17
6.81
9.51
11.93
16.94
13.85
14.04
15.59
Very Good
Very Good
Equity - Multi Cap Fund
22,491
625.38 22,491
18.1
01 Jan' 95
7.2
6.95
7.3
8.38
20.09
14.79
15.88
20.86
Risky
Somewhat Good
Equity - Mid Cap Fund
22,025
49.96 22,025
14
25 Jun' 07
0.97
2.5
9.61
12.86
24.89
20.35
20.76
19.94
Somewhat Good
Very Good
Equity - Large Cap Fund
21,673
41.67 21,673
13.3
23 May' 08
9.28
8.86
9.48
10.3
18.32
15.20
15.64
15.47
Somewhat Good
Very Good
Equity - Large Cap Fund
21,483
39.15 21,483
10.4
20 Jan' 06
13.78
6.27
10.11
10.3
17.10
12.80
12.67
12.51
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
21,076
52.43 21,076
12.1
06 Apr' 05
8.53
4.54
5.36
5.73
16.53
11.20
11.36
11.13
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
21,076
52.43 21,076
15.3
11 Sep' 00
8.53
4.54
5.36
5.73
18.95
16.09
16.19
17.19
Very Good
Not Good
Equity - Large Cap Fund
20,094
216.00 20,094
19.6
30 Aug' 02
7.1
5.47
8.57
9.5
17.72
14.26
15.82
17.30
Somewhat Good
Somewhat Good
Equity - Large Cap Fund
20,094
216.00 20,094
19.7
23 Sep' 02
7.1
5.47
8.57
9.5
17.72
14.26
15.82
17.22
Somewhat Good
Somewhat Good
Equity - ELSS
19,236
46.70 19,236
17
29 Dec' 09
18.59
11.54
12.97
15.12
18.08
19.32
20.98
16.51
Very Good
Somewhat Good
Equity - Large Cap Fund
17,614
466.49 17,614
18.1
03 Sep' 96
7.46
7.67
7.8
8.26
17.85
13.90
15.20
20.44
Risky
Somewhat Good
Equity - Value Fund
14,959
136.75 14,959
18.8
16 Aug' 04
-1.77
2.77
6.93
11.28
25.03
18.81
19.18
18.77
Very Good
Not Good
Equity - Large Cap Fund
13,946
49.88 13,946
14.9
04 Apr' 08
10.97
10.13
11.76
12.42
22.47
17.89
18.47
18.03
Somewhat Good
Very Good
Equity - Multi Cap Fund
12,693
25.84 12,693
19
28 Apr' 14
12.59
7.79
14.27
NA
16.15
17.08
16.53
NA
Very Good
Very Good
Equity - Large Cap Fund
11,819
32.83 11,819
10.2
08 Aug' 07
7.15
8.24
9.47
9.89
17.27
13.53
14.11
13.24
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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Puchho Befikar