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. (241 of 383 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
Equity - Large Cap Fund
12,768
35.15 12,768
11.3
08 Aug' 07
14.28
16.88
16.81
13.22
17.29
13.66
14.34
13.54
Risky
Somewhat Good
Equity - Multi Cap Fund
11,893
599.65 11,893
18.1
29 Sep' 94
6.07
11.4
15.66
12.86
18.15
14.76
16.73
20.31
Somewhat Good
Somewhat Good
Equity - Multi Cap Fund
11,893
50.84 11,893
15.8
04 Apr' 08
14.19
18.07
18.33
15.11
22.83
18.21
18.92
19.03
Somewhat Good
Very Good
Equity - Multi Cap Fund
11,019
722.65 11,019
23
27 Aug' 98
6.16
16.35
17.96
12.51
19.06
14.05
15.67
19.17
Somewhat Good
Not Good
Equity - ELSS
10,695
56.18 10,695
13.5
21 Sep' 05
-4.23
9.39
14.35
12.93
20.92
15.56
16.07
15.93
Risky
Not Good
Equity - Multi Cap Fund
10,464
98.04 10,464
17.6
28 Mar' 05
11.13
14.49
14.86
13.82
22.39
15.91
17.20
17.07
Risky
Not Good
Hybrid - Aggressive Hybrid Fund
9,749
25.96 9,749
12.3
07 Feb' 11
2.15
10.63
14.59
NA
15.32
17.42
17.38
NA
Very Good
Very Good
Equity - Multi Cap Fund
9,369
142.72 9,369
14.7
01 Aug' 05
10.38
13.65
14.57
12.7
18.05
14.13
14.46
14.44
Very Good
Somewhat Good
Equity - ELSS
8,599
31.59 8,599
10.9
10 Mar' 08
4.2
14.88
18.33
12.61
19.73
15.50
16.76
15.88
Somewhat Good
Not Good
Equity - ELSS
8,599
31.59 8,599
11
10 Mar' 08
4.2
14.88
18.33
12.61
19.73
15.50
16.76
15.88
Somewhat Good
Not Good
Equity - Value Fund
8,381
35.58 8,381
14.6
08 Jan' 10
0.53
14.75
21.09
14.9
17.50
20.26
22.18
14.71
Risky
Very Good
Equity - Focused Fund
8,208
41.37 8,208
12.8
26 Jul' 07
8.99
14.25
19.04
14.41
21.96
17.03
18.14
16.60
Risky
Somewhat Good
Equity - Small cap Fund
8,063
39.93 8,063
17.5
16 Sep' 10
-6.99
18.33
24.62
NA
25.07
28.03
28.90
NA
Risky
Very Good
Equity - Large Cap Fund
8,009
469.96 8,009
16.4
01 Dec' 93
7.74
10.74
12.38
10.25
16.18
12.73
14.60
18.89
Somewhat Good
Not Good
Equity - Small cap Fund
7,544
43.64 7,544
14.2
03 Apr' 08
0.27
20.67
19.66
13.94
22.06
17.13
17.60
18.30
Risky
Somewhat Good
Equity - Small cap Fund
7,536
54.13 7,536
13.6
13 Jan' 06
-6.51
12.96
20.46
17.12
25.98
18.82
19.27
18.77
Somewhat Good
Very Good
Equity - ELSS
7,406
522.63 7,406
18.7
31 Mar' 96
5.3
14.17
13.74
11.02
19.07
13.47
15.33
20.65
Somewhat Good
Not Good
Equity - Focused Fund
7,190
27.21 7,190
15.8
29 Jun' 12
7.75
17.02
16.48
NA
17.24
16.61
18.03
NA
Very Good
Very Good
Equity - Large & Mid Cap Fund
7,162
52.86 7,162
20.8
09 Jul' 10
12.29
21.47
25.47
NA
24.03
26.80
27.95
NA
Somewhat Good
Very Good
Equity - Mid Cap Fund
7,116
954.73 7,116
19.6
01 Dec' 93
0.47
13.97
19.63
15.84
24.20
17.28
17.44
21.27
Somewhat Good
Not 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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