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. (168 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
40,919
192.41 40,919
16.6
11 Sep' 00
-1.41
7.87
7.67
8.13
16.99
12.87
14.20
18.72
Somewhat Good
Very Good
Hybrid - Balanced Advantage
40,919
192.41 40,919
17.9
01 Feb' 94
-1.41
7.87
7.67
8.13
19.25
15.33
16.24
19.85
Somewhat Good
Very Good
Hybrid - Aggressive Hybrid Fund
29,354
137.03 29,354
11.6
06 Jan' 96
7.2
9.1
10.21
10.98
16.14
12.83
13.79
15.33
Very Good
Very Good
Hybrid - Balanced Advantage
27,468
36.07 27,468
10.6
30 Dec' 06
6.43
7.53
8.76
11.16
14.88
12.53
13.04
12.55
Very Good
Very Good
Equity - Multi Cap Fund
25,385
35.07 25,385
13.3
11 Sep' 09
3.63
9.72
11.74
11.82
15.12
16.38
17.97
13.62
Very Good
Very Good
Hybrid - Aggressive Hybrid Fund
23,288
131.44 23,288
13.8
03 Nov' 99
0.59
7.44
9.31
12.27
17.11
13.85
14.12
15.62
Very Good
Very Good
Equity - Large Cap Fund
21,673
41.62 21,673
13.4
23 May' 08
-0.62
8.54
8.68
10.64
18.66
15.26
15.74
15.65
Somewhat Good
Very Good
Equity - Multi Cap Fund
21,622
639.26 21,622
18.1
01 Jan' 95
-3.83
6.55
6.06
8.58
20.40
14.86
16.08
21.04
Risky
Somewhat Good
Equity - Large Cap Fund
21,483
39.19 21,483
10.5
20 Jan' 06
2.62
6.67
9.47
10.55
17.35
12.80
12.71
12.55
Very Good
Not Good
Equity - Mid Cap Fund
20,944
51.46 20,944
13.8
25 Jun' 07
-11.98
2.54
8.58
13.07
25.15
20.49
20.89
20.10
Somewhat Good
Very Good
Hybrid - Aggressive Hybrid Fund
20,696
53.04 20,696
11.9
06 Apr' 05
-0.52
3.81
3.88
5.76
16.73
11.24
11.41
11.20
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
20,696
53.04 20,696
15.2
11 Sep' 00
-0.52
3.81
3.88
5.76
19.12
16.12
16.27
17.23
Very Good
Not Good
Equity - Large Cap Fund
20,094
218.93 20,094
19.5
30 Aug' 02
-5.81
4.26
7.06
9.48
18.00
14.35
16.00
17.38
Somewhat Good
Somewhat Good
Equity - Large Cap Fund
20,094
218.93 20,094
19.5
23 Sep' 02
-5.81
4.26
7.06
9.48
18.00
14.35
16.00
17.29
Somewhat Good
Somewhat Good
Equity - ELSS
19,236
45.91 19,236
16.9
29 Dec' 09
4.32
11.43
11.71
15.27
18.07
19.40
21.13
16.59
Very Good
Somewhat Good
Equity - Large Cap Fund
16,842
473.97 16,842
18
03 Sep' 96
-3.62
6.86
6.39
8.33
18.15
13.98
15.41
20.63
Risky
Somewhat Good
Equity - Value Fund
14,959
138.88 14,959
19
16 Aug' 04
-8.6
3.31
6.28
11.76
25.63
18.89
19.38
18.87
Very Good
Not Good
Equity - Large Cap Fund
13,946
50.44 13,946
15.2
04 Apr' 08
2.81
10.95
11.26
12.88
22.84
17.96
18.57
18.21
Somewhat Good
Very Good
Equity - Multi Cap Fund
12,693
25.84 12,693
19.2
28 Apr' 14
-0.12
8.81
13.92
NA
16.21
17.38
17.04
NA
Very Good
Very Good
Equity - Large Cap Fund
11,819
33.07 11,819
10.4
08 Aug' 07
-2.33
8.64
8.91
10.15
17.50
13.57
14.17
13.31
Risky
Somewhat Good
*Based on the Fundā€™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? ā€“ Check quality of Holdings, consistency of returns, expense
    2. 2. What is the Right Time to buy? ā€“ Check portfolio valuation and fund manager investment strategy
    3. 3. What is the Right Allocation? ā€“ 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