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. (196 of 386 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
13,065
52.03 13,065
15.8
04 Apr' 08
11.39
16.35
14.66
14.85
23.32
18.17
18.82
18.74
Somewhat Good
Very Good
Equity - Multi Cap Fund
11,541
585.95 11,541
17.9
29 Sep' 94
1.21
8.88
11.78
12.68
18.47
14.76
16.54
20.16
Somewhat Good
Somewhat Good
Equity - Multi Cap Fund
11,299
723.20 11,299
22.8
27 Aug' 98
3.12
13.81
12.17
12.28
19.53
14.20
15.47
19.07
Risky
Not Good
Hybrid - Aggressive Hybrid Fund
11,257
54.32 11,257
12.8
10 Jun' 05
NA
9.94
10.46
11.14
18.26
15.27
14.99
14.96
Very Good
Very Good
Equity - ELSS
10,914
55.44 10,914
13.2
21 Sep' 05
-0.77
7.67
8.33
12.3
21.20
15.70
15.94
15.82
Risky
Not Good
Equity - Multi Cap Fund
10,687
99.36 10,687
17.5
28 Mar' 05
11.98
12.76
10.7
13.22
22.99
16.14
17.09
16.96
Risky
Not Good
Equity - Multi Cap Fund
9,486
141.56 9,486
14.5
01 Aug' 05
1.83
11.68
11.05
12.33
18.41
14.28
14.41
14.38
Very Good
Somewhat Good
Hybrid - Aggressive Hybrid Fund
9,382
26.50 9,382
12.3
07 Feb' 11
1.96
10.04
11.17
NA
15.03
17.19
17.12
NA
Very Good
Very Good
Equity - ELSS
8,913
30.67 8,913
10.4
10 Mar' 08
-2.7
11.92
13.86
11.8
20.18
15.43
16.70
15.61
Somewhat Good
Not Good
Equity - ELSS
8,913
30.67 8,913
10.5
10 Mar' 08
-2.7
11.92
13.86
11.8
20.18
15.43
16.70
15.61
Somewhat Good
Not Good
Equity - Focused Fund
8,653
42.25 8,653
12.8
26 Jul' 07
11.42
13.23
14.72
15.15
22.60
16.96
18.09
16.54
Somewhat Good
Somewhat Good
Equity - Small cap Fund
8,438
39.14 8,438
16.8
16 Sep' 10
-6.61
14.56
15.91
NA
24.41
27.64
28.41
NA
Risky
Very Good
Equity - Value Fund
8,404
36.10 8,404
14.5
08 Jan' 10
2.06
12.92
13.99
14.57
17.20
20.06
21.93
14.77
Somewhat Good
Somewhat Good
Equity - Small cap Fund
8,403
41.98 8,403
13.6
03 Apr' 08
-6.43
15.81
14.84
12.78
22.34
17.11
17.55
17.93
Risky
Somewhat Good
Equity - Focused Fund
7,978
28.33 7,978
16.1
29 Jun' 12
2.5
16.56
14.41
NA
16.88
16.60
17.80
NA
Very Good
Very Good
Equity - Large & Mid Cap Fund
7,617
54.07 7,617
20.7
09 Jul' 10
12.04
18.36
20.46
NA
23.78
26.56
27.68
NA
Somewhat Good
Very Good
Equity - Multi Cap Fund
7,583
49.78 7,583
12.3
16 Sep' 05
6.82
13.03
14.82
12.16
17.53
12.09
11.90
11.70
Risky
Not Good
Equity - Small cap Fund
7,577
52.64 7,577
13.1
13 Jan' 06
-8.52
7.63
13.67
16.34
26.31
19.09
19.18
18.69
Risky
Very Good
Equity - ELSS
7,545
530.66 7,545
18.6
31 Mar' 96
3.86
12.07
8.25
10.38
19.43
13.68
15.06
20.43
Somewhat Good
Not Good
Equity - Large Cap Fund
7,246
464.91 7,246
16.2
01 Dec' 93
2.93
8.52
9.44
10.12
16.49
12.76
14.41
18.72
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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