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. (190 of 404 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
44,110
198.98 44,110
16.9
11 Sep' 00
6.68
12.33
8.35
8.82
16.47
12.81
13.88
18.47
Somewhat Good
Very Good
Hybrid - Balanced Advantage
44,110
198.98 44,110
18.1
01 Feb' 94
6.68
12.33
8.35
8.82
18.44
15.22
15.94
19.58
Somewhat Good
Very Good
Hybrid - Aggressive Hybrid Fund
30,906
143.73 30,906
11.8
06 Jan' 96
14.95
11.87
10.32
11.54
15.67
12.82
13.55
15.29
Very Good
Very Good
Equity - Multi Cap Fund
28,348
36.81 28,348
13.6
11 Sep' 09
13.19
14.09
11.05
12.31
15.12
16.29
17.77
13.50
Very Good
Very Good
Hybrid - Balanced Advantage
28,287
37.52 28,287
10.8
30 Dec' 06
11.87
10.3
9.03
11.4
14.50
12.48
12.96
12.51
Very Good
Very Good
Equity - Large Cap Fund
24,132
43.46 24,132
13.6
23 May' 08
9
12.37
8.79
10.7
17.78
15.18
15.56
15.35
Somewhat Good
Very Good
Hybrid - Aggressive Hybrid Fund
23,950
135.93 23,950
13.9
03 Nov' 99
6.73
9.72
9.19
12.3
16.67
13.90
13.99
15.56
Very Good
Very Good
Equity - Large Cap Fund
23,585
41.10 23,585
10.8
20 Jan' 06
11.93
11.4
9.41
11.13
16.69
12.86
12.65
12.51
Very Good
Not Good
Equity - Multi Cap Fund
23,441
663.61 23,441
18.4
01 Jan' 95
6.68
11.12
6.81
9.06
19.46
14.78
15.70
20.68
Risky
Somewhat Good
Equity - Mid Cap Fund
22,637
53.00 22,637
14.4
25 Jun' 07
2.77
7.08
8.78
13.59
24.35
20.24
20.64
19.81
Somewhat Good
Very Good
Equity - ELSS
21,492
48.76 21,492
17.4
29 Dec' 09
17.72
16.81
11.69
15.84
18.11
19.30
20.84
16.55
Very Good
Somewhat Good
Equity - Large Cap Fund
21,211
229.15 21,211
19.9
30 Aug' 02
8.16
10.55
7.83
10.42
17.19
14.23
15.65
17.24
Somewhat Good
Somewhat Good
Equity - Large Cap Fund
21,211
229.15 21,211
20
23 Sep' 02
8.16
10.55
7.83
10.42
17.19
14.23
15.65
17.16
Somewhat Good
Somewhat Good
Hybrid - Aggressive Hybrid Fund
21,087
54.35 21,087
12.3
06 Apr' 05
7.54
7.85
4.6
6.34
15.94
11.20
11.30
11.07
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
21,087
54.35 21,087
15.4
11 Sep' 00
7.54
7.85
4.6
6.34
18.53
16.09
16.12
17.15
Very Good
Not Good
Equity - Large Cap Fund
18,507
494.40 18,507
18.3
03 Sep' 96
7.21
11.79
7.15
9.05
17.31
13.88
15.02
20.26
Risky
Somewhat Good
Equity - Large Cap Fund
15,897
53.09 15,897
15.4
04 Apr' 08
12.08
15.13
11.34
13.23
21.82
17.88
18.40
17.91
Somewhat Good
Very Good
Equity - Value Fund
15,462
140.72 15,462
18.9
16 Aug' 04
-0.35
5.71
6.08
11.58
24.08
18.78
19.01
18.69
Very Good
Not Good
Equity - Multi Cap Fund
13,513
26.74 13,513
19.3
28 Apr' 14
9.32
11.73
12.91
NA
16.08
16.94
16.13
NA
Very Good
Very Good
Equity - Large Cap Fund
13,091
34.93 13,091
10.7
08 Aug' 07
6.27
12.94
8.52
10.98
16.88
13.55
14.05
13.21
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