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. (162 of 389 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
124
13.89 124
7.19
13 Oct' 14
3.8
7.22
NA
NA
7.03
7.82
NA
NA
Very Good
NA
Equity - Small cap Fund
124
9.66 124
-12.83
13 May' 19
NA
NA
NA
NA
NA
NA
NA
NA
Somewhat Good
NA
Equity - Multi Cap Fund
122
10.29 122
1.42
14 Sep' 16
-7.47
NA
NA
NA
2.26
NA
NA
NA
NA
NA
Equity - Mid Cap Fund
122
16.68 122
9.75
02 Dec' 13
-10.53
2.53
6.07
NA
10.77
10.38
10.00
NA
Risky
NA
Equity - Sectoral Fund - Infrastructure
121
43.95 121
11.5
02 Dec' 05
0.23
4.14
6.93
7.73
16.40
11.88
11.58
11.58
Risky
Very Good
Equity - Multi Cap Fund
119
12.96 119
6.2
04 Mar' 15
-0.23
7.64
NA
NA
8.82
9.54
NA
NA
Somewhat Good
Not Good
Hybrid - Balanced Hybrid Fund
117
13.70 117
9.47
01 Feb' 16
6.37
8.09
NA
NA
8.61
8.53
NA
NA
NA
NA
Index Funds - Nifty
117
9.61 117
-2.43
23 Oct' 17
-2.54
NA
NA
NA
-2.27
NA
NA
NA
Somewhat Good
NA
Equity - Small cap Fund
115
7.86 115
-9.66
28 Apr' 17
-17.41
NA
NA
NA
-13.48
NA
NA
NA
NA
NA
Hybrid - Balanced Hybrid Fund
115
11.94 115
7.07
17 Dec' 16
7.76
NA
NA
NA
5.76
NA
NA
NA
NA
NA
Hybrid - Balanced Hybrid Fund
115
12.04 115
6.72
09 Sep' 16
6.83
NA
NA
NA
6.40
NA
NA
NA
NA
NA
Equity - Small cap Fund
113
7.68 113
-11.06
31 May' 17
-18.96
NA
NA
NA
-14.92
NA
NA
NA
NA
NA
Hybrid - Conservative Hybrid Fund
112
37.46 112
8.97
24 Feb' 04
8.46
6.25
7.36
8
9.20
9.17
9.50
9.33
Very Good
Not Good
Equity - Large Cap Fund
112
22.54 112
11.1
28 Sep' 11
2.02
8.34
9.61
NA
13.07
13.84
13.83
NA
Somewhat Good
Not Good
Hybrid - Balanced Hybrid Fund
111
12.12 111
6.71
06 Aug' 16
6.97
NA
NA
NA
6.46
NA
NA
NA
NA
NA
Equity - ELSS
111
9.23 111
-2.44
18 Nov' 16
-16.87
NA
NA
NA
-4.08
NA
NA
NA
NA
NA
Equity - Small cap Fund
111
12.40 111
6.19
21 Oct' 15
-9.79
3.32
NA
NA
11.39
8.97
NA
NA
NA
NA
Equity - Dividend Yield Fund
109
9.95 109
-0.68
21 Dec' 18
NA
NA
NA
NA
NA
NA
NA
NA
Very Good
NA
Equity - Large & Mid Cap Fund
108
14.87 108
12
07 Dec' 15
4.73
10.41
NA
NA
13.05
13.39
NA
NA
Somewhat Good
NA
Equity - ELSS
106
44.81 106
15.4
30 Dec' 08
-1.22
7.79
9.25
10.21
14.93
13.58
15.09
13.39
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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