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. (107 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 - Aggressive Hybrid Fund
11,790
707.67 11,790
18.9
10 Feb' 95
-8.73
3.78
8.14
9.52
16.89
14.32
15.26
17.42
Very Good
Very Good
Equity - Multi Cap Fund
10,694
664.68 10,694
22.1
27 Aug' 98
-10.59
5.9
9.53
10.14
19.22
14.06
15.14
18.91
Risky
Somewhat Good
Equity - Multi Cap Fund
10,604
532.47 10,604
17.3
29 Sep' 94
-13.67
3.2
8.18
10.32
18.07
14.55
16.23
19.95
Somewhat Good
Somewhat Good
Hybrid - Aggressive Hybrid Fund
9,814
49.48 9,814
11.9
10 Jun' 05
-12.33
4.01
7.16
8.79
17.61
15.10
14.87
14.79
Very Good
Very Good
Equity - Multi Cap Fund
9,706
86.62 9,706
16.1
28 Mar' 05
-9.4
4.95
6.71
10.1
22.73
16.09
16.93
16.78
Risky
Not Good
Equity - ELSS
9,659
46.28 9,659
11.6
21 Sep' 05
-20.48
-2.06
3.22
8.77
20.64
15.51
15.73
15.61
Risky
Not Good
Equity - Multi Cap Fund
9,026
131.24 9,026
13.7
01 Aug' 05
-13.07
5.95
7.92
10.6
18.05
14.17
14.30
14.27
Very Good
Somewhat Good
Equity - ELSS
8,416
28.22 8,416
9.47
10 Mar' 08
-13.62
6.25
10.35
9.93
19.81
15.26
16.56
15.28
Somewhat Good
Not Good
Equity - ELSS
8,416
28.22 8,416
9.59
10 Mar' 08
-13.62
6.25
10.35
9.93
19.81
15.26
16.56
15.28
Somewhat Good
Not Good
Hybrid - Aggressive Hybrid Fund
8,397
25.02 8,397
11.3
07 Feb' 11
-6.75
5.74
8.83
NA
14.57
16.84
16.76
NA
Very Good
Very Good
Equity - Focused Fund
8,183
37.43 8,183
11.5
26 Jul' 07
-5.67
5.71
9.45
12.18
22.36
16.78
17.92
16.36
Risky
Somewhat Good
Equity - Small cap Fund
7,894
36.73 7,894
12.1
03 Apr' 08
-18.63
7.09
10.51
10.03
21.83
16.93
17.40
17.43
Risky
Somewhat Good
Equity - Focused Fund
7,785
26.90 7,785
14.8
29 Jun' 12
-8.66
11.57
12.09
NA
16.23
16.40
17.43
NA
Very Good
Very Good
Equity - Value Fund
7,716
32.46 7,716
13
08 Jan' 10
-13.92
5.43
10.44
12.08
16.65
19.71
21.56
14.31
Risky
Somewhat Good
Equity - Small cap Fund
7,542
34.18 7,542
14.7
16 Sep' 10
-22.21
6.03
11.15
NA
23.50
27.07
27.74
NA
Risky
Very Good
Equity - Large & Mid Cap Fund
7,499
50.45 7,499
19.4
09 Jul' 10
-3.04
11.61
16.7
18.3
23.28
26.16
27.28
19.07
Somewhat Good
Very Good
Equity - Multi Cap Fund
7,465
46.24 7,465
11.6
16 Sep' 05
-5.65
7.46
11.43
10.68
17.41
12.12
11.91
11.68
Somewhat Good
Not Good
Equity - ELSS
6,979
466.79 6,979
17.8
31 Mar' 96
-12.28
4.33
4.84
7.87
19.00
13.61
14.64
20.13
Risky
Not Good
Equity - ELSS
6,741
129.16 6,741
10.2
31 Mar' 93
-11.32
2.86
5.4
8.58
16.43
11.55
11.11
12.81
Somewhat Good
Not Good
Equity - Small cap Fund
6,729
46.07 6,729
11.9
13 Jan' 06
-20.47
-0.19
8.25
13.2
25.88
19.03
18.99
18.52
Somewhat Good
Very Good
*Based on the Fund’s Ranking within its Category

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