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. (149 of 400 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 - Equity Savings
35
32.82 35
7.86
05 Feb' 04
8.57
6.41
8.94
8.1
8.08
8.01
8.05
7.87
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
2
138.92 2
15.2
20 Mar' 01
11.87
6.61
8.3
8.48
13.58
10.09
10.82
12.97
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
1,846
121.20 1,846
13.4
10 Dec' 99
9.06
6.06
9.38
10.21
14.46
12.33
13.30
15.34
Very Good
Somewhat Good
Hybrid - Conservative Hybrid Fund
309
57.63 309
9.62
28 Sep' 00
9.33
5.33
7.75
8.54
9.19
8.93
9.09
9.19
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
2,904
46.32 2,904
10.2
26 Dec' 03
8
4.83
7.48
8.2
10.57
10.42
10.67
10.53
Very Good
Not Good
Hybrid - Equity Savings
4,823
36.93 4,823
9.04
17 Sep' 04
5.79
6.58
7.92
8.51
10.15
10.01
9.66
9.61
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
21,076
53.49 21,076
12.2
06 Apr' 05
8.9
5.09
6.07
6.17
16.55
11.20
11.36
11.13
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
106
37.82 106
8.86
24 Feb' 04
9.81
4.89
7.08
7.72
8.94
9.01
9.39
9.27
Very Good
Not Good
Hybrid - Balanced Advantage
27,956
36.88 27,956
10.7
30 Dec' 06
11.86
8.29
9.62
11.36
14.77
12.50
12.99
12.52
Very Good
Very Good
Hybrid - Aggressive Hybrid Fund
23,487
133.17 23,487
13.8
03 Nov' 99
7.11
7.77
10.08
12.34
16.97
13.86
14.05
15.59
Very Good
Very Good
Equity - Value Fund
15,219
139.39 15,219
18.9
16 Aug' 04
-2.02
3.4
7.57
11.71
25.04
18.82
19.19
18.77
Very Good
Not Good
Equity - Sectoral Fund - Consumption
523
253.56 523
17
31 Mar' 99
12.67
12.79
13.13
15.9
21.79
18.28
18.84
21.97
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
1,650
44.21 1,650
10
30 Mar' 04
10.14
7.91
9.65
9.63
10.74
10.05
10.07
9.93
Very Good
Not Good
Equity - Sectoral Fund - TECk
440
58.63 440
9.42
03 Mar' 00
-1.59
14.31
9.43
13.86
25.60
16.16
16.31
17.67
Very Good
Very Good
Hybrid - Balanced Advantage
2,688
54.27 2,688
9.02
25 Apr' 00
7.41
6.45
9.05
8.08
12.61
10.07
10.35
12.00
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
1,838
40.13 1,838
5.82
01 Apr' 95
-10.64
0.63
2.62
5.55
11.45
7.45
8.10
6.92
Very Good
Not Good
Equity - Large Cap Fund
2,513
67.07 2,513
8.05
01 Apr' 95
4.68
6.22
6.71
5.78
11.77
6.51
7.23
10.56
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
255
32.37 255
7.67
02 Dec' 03
11.77
5.66
8.33
8.48
8.75
8.07
7.85
7.69
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
373
106.19 373
8.54
01 Jan' 91
15.64
6.1
6.44
6.61
9.69
7.39
8.28
10.08
Very Good
Not Good
Equity - Multi Cap Fund
291
48.73 291
8.66
31 Mar' 98
15.06
6.61
5.71
5.83
11.95
7.92
8.64
11.04
Very 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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Puchho Befikar