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. (162 of 389 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
43,168
198.81 43,168
17.2
11 Sep' 00
11.36
11.74
10.31
10.19
17.16
13.02
14.54
18.90
Somewhat Good
Very Good
Hybrid - Balanced Advantage
43,168
198.81 43,168
18.4
01 Feb' 94
12.08
11.93
10.48
10.29
19.69
15.50
16.55
20.11
Somewhat Good
Very Good
Hybrid - Aggressive Hybrid Fund
29,832
135.40 29,832
11.7
06 Jan' 96
8.61
10.25
11.66
11.73
16.31
12.91
14.05
15.35
Very Good
Very Good
Hybrid - Balanced Advantage
28,709
35.51 28,709
10.6
30 Dec' 06
6
8.09
9.4
11.6
14.95
12.62
13.13
12.61
Very Good
Very Good
Equity - Multi Cap Fund
25,845
34.71 25,845
13.5
11 Sep' 09
4.6
11.65
13.92
13.11
15.40
16.56
18.17
13.91
Very Good
Very Good
Hybrid - Aggressive Hybrid Fund
25,617
133.71 25,617
14
03 Nov' 99
8.38
10.12
11.18
13.38
17.20
13.83
14.26
15.68
Very Good
Very Good
Equity - Multi Cap Fund
23,688
664.35 23,688
18.6
01 Jan' 95
11.8
11.53
9.45
10.85
20.85
15.01
16.47
21.36
Risky
Somewhat Good
Equity - Large Cap Fund
22,679
38.78 22,679
10.6
20 Jan' 06
3.88
8.24
11.18
11.62
17.62
12.84
12.77
12.61
Very Good
Not Good
Equity - Mid Cap Fund
22,599
50.78 22,599
14.5
25 Jun' 07
-8.17
6.78
11.73
14.63
25.57
20.82
21.16
20.45
Somewhat Good
Very Good
Hybrid - Aggressive Hybrid Fund
22,221
53.39 22,221
12.5
06 Apr' 05
5.35
7.03
6.3
7.24
16.99
11.36
11.53
11.36
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
22,221
53.39 22,221
15.6
11 Sep' 00
6.4
7.22
6.41
7.38
19.36
16.20
16.42
17.33
Very Good
Not Good
Equity - Large Cap Fund
22,117
41.54 22,117
13.6
23 May' 08
5.2
10.06
10.17
12.04
19.10
15.41
15.93
16.01
Somewhat Good
Very Good
Equity - Large Cap Fund
21,664
219.64 21,664
20.1
30 Aug' 02
1.74
7.8
9.4
11.11
18.45
14.60
16.37
17.53
Somewhat Good
Somewhat Good
Equity - Large Cap Fund
21,664
219.64 21,664
20.2
23 Sep' 02
2.87
8.27
9.67
11.3
18.45
14.60
16.37
17.44
Somewhat Good
Somewhat Good
Equity - ELSS
19,718
44.02 19,718
16.9
29 Dec' 09
1.11
11.54
13.32
16.08
18.38
19.62
21.46
16.89
Very Good
Somewhat Good
Equity - Large Cap Fund
17,912
493.97 17,912
18.6
03 Sep' 96
12.2
11.73
9.59
10.57
18.63
14.19
15.82
20.97
Risky
Somewhat Good
Equity - Value Fund
16,185
142.44 16,185
19.4
16 Aug' 04
-0.72
5.11
9.09
13.06
26.29
19.03
19.65
19.06
Very Good
Not Good
Equity - Large Cap Fund
13,618
50.41 13,618
15.4
04 Apr' 08
8.09
13.04
13.36
14.11
23.21
18.11
18.76
18.58
Somewhat Good
Very Good
Equity - Multi Cap Fund
13,450
25.05 13,450
19.4
28 Apr' 14
-3.98
10.62
16
NA
16.93
18.07
18.48
NA
Somewhat Good
Very Good
Equity - Large Cap Fund
13,076
34.28 13,076
10.9
08 Aug' 07
9.09
11.97
11.49
11.9
17.77
13.68
14.30
13.48
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