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. (196 of 386 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
42,592
204.17 42,592
17.4
11 Sep' 00
11.9
15.53
11.13
10.94
17.15
13.06
14.68
18.97
Somewhat Good
Very Good
Hybrid - Balanced Advantage
42,592
204.17 42,592
18.6
01 Feb' 94
11.9
15.53
11.13
10.94
19.79
15.54
16.68
20.20
Somewhat Good
Very Good
Hybrid - Aggressive Hybrid Fund
30,028
136.58 30,028
11.8
06 Jan' 96
8.07
11.6
12.69
12.03
16.37
12.93
14.16
15.34
Very Good
Very Good
Hybrid - Balanced Advantage
29,105
35.93 29,105
10.8
30 Dec' 06
7.16
10.18
10.2
12.05
14.98
12.66
13.17
12.63
Very Good
Very Good
Hybrid - Aggressive Hybrid Fund
26,036
135.47 26,036
14.2
03 Nov' 99
7.75
12.78
12.02
13.78
17.18
13.79
14.31
15.68
Very Good
Very Good
Equity - Multi Cap Fund
25,531
35.96 25,531
14
11 Sep' 09
8.54
14.86
14.91
13.95
15.53
16.63
18.25
13.97
Somewhat Good
Very Good
Equity - Multi Cap Fund
23,231
689.72 23,231
18.9
01 Jan' 95
13.92
15.73
10.53
11.88
20.97
15.04
16.64
21.49
Risky
Somewhat Good
Equity - Mid Cap Fund
22,825
53.52 22,825
15
25 Jun' 07
-4.53
11.29
13.25
15.93
25.70
20.95
21.26
20.59
Somewhat Good
Very Good
Equity - Large Cap Fund
22,754
40.04 22,754
10.9
20 Jan' 06
4.65
10.76
12.59
12.22
17.72
12.84
12.78
12.63
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
22,665
54.52 22,665
12.7
06 Apr' 05
6.9
10.37
7.03
8.08
17.06
11.37
11.58
11.43
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
22,665
54.52 22,665
15.8
11 Sep' 00
6.9
10.37
7.03
8.08
19.45
16.21
16.48
17.36
Very Good
Not Good
Equity - Large Cap Fund
22,182
42.76 22,182
14
23 May' 08
6.45
13.49
11.23
12.64
19.24
15.46
16.00
16.16
Somewhat Good
Very Good
Equity - Large Cap Fund
22,002
224.46 22,002
20.3
30 Aug' 02
3.57
10.92
10.42
11.77
18.61
14.69
16.53
17.60
Somewhat Good
Somewhat Good
Equity - Large Cap Fund
22,002
224.46 22,002
20.4
23 Sep' 02
3.57
10.92
10.42
11.77
18.61
14.69
16.53
17.51
Somewhat Good
Somewhat Good
Equity - ELSS
19,817
45.15 19,817
17.2
29 Dec' 09
4.01
13.89
14.97
16.58
18.56
19.74
21.60
16.98
Very Good
Somewhat Good
Equity - Large Cap Fund
17,475
509.73 17,475
18.8
03 Sep' 96
14.53
15.71
10.32
11.41
18.77
14.25
16.00
21.10
Risky
Somewhat Good
Equity - Value Fund
16,363
144.56 16,363
19.7
16 Aug' 04
0.17
7.54
10.1
13.69
26.43
19.05
19.74
19.14
Very Good
Not Good
Equity - Multi Cap Fund
13,635
26.16 13,635
20.5
28 Apr' 14
-1.1
13.67
17.97
NA
17.35
18.39
19.26
NA
Very Good
Very Good
Equity - Large Cap Fund
13,170
35.19 13,170
11.2
08 Aug' 07
9.15
15.26
12.56
12.59
17.81
13.69
14.32
13.51
Risky
Somewhat Good
Hybrid - Aggressive Hybrid Fund
13,083
753.52 13,083
19.4
10 Feb' 95
1.09
8.77
10.32
11.3
17.42
14.54
15.51
17.53
Very Good
Very 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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