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. (129 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
723.77 11,790
19.1
10 Feb' 95
-6.26
4.39
8.76
9.89
16.91
14.32
15.26
17.42
Very Good
Very Good
Equity - Multi Cap Fund
10,694
682.46 10,694
22.3
27 Aug' 98
-7.52
6.71
10.31
10.52
19.24
14.06
15.14
18.91
Risky
Somewhat Good
Equity - Multi Cap Fund
10,604
543.81 10,604
17.4
29 Sep' 94
-10.67
3.76
8.77
10.66
18.08
14.56
16.24
19.95
Somewhat Good
Somewhat Good
Hybrid - Aggressive Hybrid Fund
9,814
50.62 9,814
12.1
10 Jun' 05
-9.88
4.69
7.71
9.1
17.62
15.11
14.87
14.80
Very Good
Very Good
Equity - Multi Cap Fund
9,706
88.67 9,706
16.4
28 Mar' 05
-5.75
5.61
7.51
10.4
22.75
16.10
16.93
16.78
Risky
Not Good
Equity - ELSS
9,659
48.05 9,659
11.9
21 Sep' 05
-16.45
-1.07
4.21
9.28
20.66
15.52
15.73
15.62
Risky
Not Good
Equity - Multi Cap Fund
9,026
133.85 9,026
13.8
01 Aug' 05
-10.53
6.54
8.6
10.91
18.07
14.18
14.31
14.28
Very Good
Somewhat Good
Equity - ELSS
8,416
28.99 8,416
9.74
10 Mar' 08
-10.75
7.13
11.29
10.35
19.83
15.27
16.57
15.29
Somewhat Good
Not Good
Equity - ELSS
8,416
28.99 8,416
9.86
10 Mar' 08
-10.75
7.13
11.29
10.35
19.83
15.27
16.57
15.29
Somewhat Good
Not Good
Hybrid - Aggressive Hybrid Fund
8,397
25.44 8,397
11.6
07 Feb' 11
-4.79
6.1
9.46
NA
14.59
16.85
16.77
NA
Very Good
Very Good
Equity - Focused Fund
8,183
38.63 8,183
11.8
26 Jul' 07
-2.52
6.68
10.58
12.6
22.38
16.79
17.93
16.37
Risky
Somewhat Good
Equity - Small cap Fund
7,894
38.07 7,894
12.5
03 Apr' 08
-15.15
8.31
11.84
10.59
21.85
16.94
17.41
17.45
Risky
Somewhat Good
Equity - Focused Fund
7,785
27.54 7,785
15.2
29 Jun' 12
-6.1
12.29
12.77
NA
16.26
16.42
17.44
NA
Very Good
Very Good
Equity - Value Fund
7,716
33.40 7,716
13.4
08 Jan' 10
-10.77
6.17
11.33
12.53
16.68
19.72
21.57
14.36
Risky
Somewhat Good
Equity - Small cap Fund
7,542
35.35 7,542
15.2
16 Sep' 10
-18.68
7.44
12.34
NA
23.53
27.09
27.76
NA
Risky
Very Good
Equity - Large & Mid Cap Fund
7,499
51.48 7,499
19.7
09 Jul' 10
-0.5
12.06
17.47
18.73
23.30
26.17
27.28
19.20
Somewhat Good
Very Good
Equity - Multi Cap Fund
7,465
47.32 7,465
11.8
16 Sep' 05
-3.05
7.98
12.2
11.04
17.43
12.13
11.92
11.69
Somewhat Good
Not Good
Equity - ELSS
6,979
479.24 6,979
18
31 Mar' 96
-9.15
4.98
5.59
8.32
19.02
13.61
14.64
20.13
Risky
Not Good
Equity - ELSS
6,741
133.00 6,741
10.3
31 Mar' 93
-7.44
3.58
6.36
9.07
16.45
11.55
11.12
12.81
Somewhat Good
Not Good
Equity - Small cap Fund
6,729
47.34 6,729
12.1
13 Jan' 06
-18.03
0.52
9.18
13.57
25.89
19.04
19.00
18.53
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