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
Index Funds - Nifty
142
18.16 142
6.93
28 Sep' 10
-6.25
7.89
6.57
NA
10.09
11.20
10.96
NA
Somewhat Good
NA
Hybrid - Dynamic Asset Allocation
142
13.61 142
5.82
14 Mar' 14
-10.58
0.72
3.96
NA
6.07
6.81
6.09
NA
Very Good
NA
Equity - Mid Cap Fund
142
8.99 142
-5.64
23 Oct' 17
-13.81
NA
NA
NA
-5.30
NA
NA
NA
NA
NA
Equity - ELSS
141
12.07 141
8.15
31 Mar' 17
-8.97
NA
NA
NA
3.07
NA
NA
NA
NA
NA
Equity - ELSS
141
8.98 141
-4.09
25 Jan' 17
-17.31
NA
NA
NA
-4.96
NA
NA
NA
NA
NA
Hybrid - Balanced Hybrid Fund
140
11.24 140
5.16
28 Apr' 17
3.59
NA
NA
NA
4.75
NA
NA
NA
NA
NA
Hybrid - Equity Savings
140
10.27 140
3.81
07 Dec' 18
NA
NA
NA
NA
NA
NA
NA
NA
Very Good
NA
Hybrid - Equity Savings
139
32.65 139
6.05
27 Apr' 00
1.81
4.23
5.87
6.6
6.88
7.10
7.16
6.90
Very Good
Not Good
Equity - Large Cap Fund
139
10.58 139
2.17
09 Jan' 17
-11.54
NA
NA
NA
-2.01
NA
NA
NA
NA
NA
Equity - Sectoral Fund - Banks & Financial Services
138
9.65 138
-2.87
04 Jun' 18
-4.17
NA
NA
NA
1.37
NA
NA
NA
Very Good
NA
Equity - Small cap Fund
137
7.20 137
-20.15
09 Mar' 18
-20.97
NA
NA
NA
-15.09
NA
NA
NA
NA
NA
Equity - Large Cap Fund
137
11.54 137
5.73
27 Jan' 17
-5.49
NA
NA
NA
4.21
NA
NA
NA
NA
NA
Equity - Value Fund
136
9.58 136
-5.8
05 Dec' 18
NA
NA
NA
NA
NA
NA
NA
NA
Somewhat Good
NA
Equity - ELSS
134
8.31 134
-7.41
29 Mar' 17
-17.31
NA
NA
NA
-6.57
NA
NA
NA
NA
NA
Equity - Large Cap Fund
134
11.08 134
5.76
25 Oct' 17
3.55
NA
NA
NA
6.15
NA
NA
NA
NA
NA
Equity - Small cap Fund
133
8.23 133
-8.57
21 Jun' 17
-20.79
NA
NA
NA
-10.27
NA
NA
NA
Risky
NA
Equity - Mid Cap Fund
130
6.35 130
-23.76
21 Dec' 17
-28.89
NA
NA
NA
-20.23
NA
NA
NA
NA
NA
Equity - Small cap Fund
129
9.08 129
-28.97
13 May' 19
NA
NA
NA
NA
NA
NA
NA
NA
Risky
NA
Equity - Small cap Fund
129
7.96 129
-16.24
11 May' 18
-19.19
NA
NA
NA
-11.42
NA
NA
NA
NA
NA
Equity - Multi Cap Fund
129
30.50 129
10.8
23 Sep' 08
-6.67
9.13
9.81
7.78
15.29
11.68
13.14
11.25
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
Loading...
Hold on
Puchho Befikar