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. (129 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.


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
41,472
190.26 41,472
16.8
11 Sep' 00
0.86
9.64
9.55
9.45
17.04
12.93
14.37
18.81
Somewhat Good
Very Good
Hybrid - Balanced Advantage
41,472
190.26 41,472
18.1
01 Feb' 94
0.86
9.64
9.55
9.45
19.44
15.41
16.40
19.98
Somewhat Good
Very Good
Hybrid - Aggressive Hybrid Fund
29,408
133.64 29,408
11.6
06 Jan' 96
3.05
8.72
11.13
11.31
16.19
12.86
13.92
15.34
Very Good
Very Good
Hybrid - Balanced Advantage
27,798
35.14 27,798
10.4
30 Dec' 06
3.32
7.27
9.08
11.43
14.88
12.57
13.08
12.58
Very Good
Very Good
Equity - Multi Cap Fund
24,960
34.00 24,960
13.1
11 Sep' 09
-2.07
9.78
13.18
12.52
15.20
16.45
18.07
13.76
Very Good
Very Good
Hybrid - Aggressive Hybrid Fund
24,312
128.73 24,312
13.8
03 Nov' 99
-0.05
7.93
10.13
12.83
17.13
13.83
14.19
15.65
Very Good
Very Good
Equity - Multi Cap Fund
22,215
631.10 22,215
18.3
01 Jan' 95
-1.29
9.13
8.3
9.84
20.59
14.92
16.28
21.20
Risky
Somewhat Good
Equity - Large Cap Fund
21,585
37.72 21,585
10.3
20 Jan' 06
-3.26
6.01
10.32
11.14
17.42
12.80
12.74
12.58
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
21,151
52.06 21,151
12.2
06 Apr' 05
-0.52
5.74
5.98
6.66
16.83
11.29
11.48
11.29
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
21,151
52.06 21,151
15.3
11 Sep' 00
-0.52
5.74
5.98
6.66
19.20
16.15
16.34
17.28
Very Good
Not Good
Equity - Large Cap Fund
21,125
40.39 21,125
13.2
23 May' 08
-3.6
8.48
9.44
11.32
18.83
15.32
15.83
15.83
Somewhat Good
Very Good
Equity - Mid Cap Fund
20,893
49.35 20,893
14
25 Jun' 07
-14.78
4.23
11.03
14.07
25.31
20.65
21.02
20.28
Somewhat Good
Very Good
Equity - Large Cap Fund
20,584
212.99 20,584
19.7
30 Aug' 02
-5.6
5.84
8.86
10.59
18.19
14.46
16.19
17.46
Somewhat Good
Somewhat Good
Equity - Large Cap Fund
20,584
212.99 20,584
19.8
23 Sep' 02
-5.6
5.84
8.86
10.59
18.19
14.46
16.19
17.37
Somewhat Good
Somewhat Good
Equity - ELSS
18,953
44.16 18,953
16.7
29 Dec' 09
-1.63
10.32
12.91
15.73
18.15
19.50
21.29
16.74
Very Good
Somewhat Good
Equity - Large Cap Fund
17,095
468.33 17,095
18.2
03 Sep' 96
0.06
9.17
8.38
9.68
18.35
14.07
15.62
20.80
Risky
Somewhat Good
Equity - Value Fund
15,372
134.95 15,372
18.9
16 Aug' 04
-9.87
3.11
7.69
12.26
25.94
18.94
19.54
18.96
Very Good
Not Good
Equity - Large Cap Fund
13,492
49.03 13,492
15
04 Apr' 08
-0.89
10.84
12.38
13.49
22.99
18.02
18.66
18.39
Somewhat Good
Very Good
Equity - Multi Cap Fund
12,413
24.69 12,413
18.6
28 Apr' 14
-8.45
8.31
15.29
NA
16.39
17.66
17.61
NA
Very Good
Very Good
Equity - Large Cap Fund
12,261
32.10 12,261
10.2
08 Aug' 07
-4.55
8.78
10.08
11.02
17.58
13.61
14.23
13.40
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