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. (238 of 375 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
134
11.37 134
6.03
09 Jan' 17
-10.14
NA
NA
NA
-1.21
NA
NA
NA
NA
NA
Equity - Large Cap Fund
131
22.73 131
11.6
28 Sep' 11
-2.76
13.5
11.91
NA
13.56
14.10
14.16
NA
Very Good
Not Good
Equity - Large Cap Fund
130
12.03 130
9.01
27 Jan' 17
-10.04
NA
NA
NA
5.77
NA
NA
NA
NA
NA
Equity - Multi Cap Fund
128
30.90 128
11.3
23 Sep' 08
-3.46
17.82
16.93
8.83
15.97
11.64
13.18
11.93
Very Good
Not Good
Hybrid - Equity Savings
128
13.76 128
7.46
13 Oct' 14
3.84
8.85
NA
NA
7.23
7.78
NA
NA
Very Good
NA
Equity - Large Cap Fund
127
11.27 127
8.92
25 Oct' 17
2.6
NA
NA
NA
4.61
NA
NA
NA
NA
NA
Equity - Value Fund
126
31.75 126
5.44
02 Jun' 97
-8.56
19.61
18.58
6.15
12.45
5.18
5.39
2.28
Somewhat Good
Not Good
Equity - Sectoral Fund - Consumption
122
10.32 122
4.78
17 Jul' 18
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
Equity - Sectoral Fund - Banks & Financial Services
120
56.15 120
17.5
14 Jul' 08
-1.24
22.69
20.06
14.01
22.59
16.58
16.75
18.42
Very Good
Not Good
Index Funds - Nifty
120
10.11 120
0.78
23 Oct' 17
-4.23
NA
NA
NA
-4.38
NA
NA
NA
Somewhat Good
NA
Equity - Dividend Yield Fund
119
10.12 119
5.01
21 Dec' 18
NA
NA
NA
NA
NA
NA
NA
NA
Very Good
NA
Hybrid - Equity Savings
116
10.25 116
9.14
07 Dec' 18
NA
NA
NA
NA
NA
NA
NA
NA
Very Good
NA
Equity - Small cap Fund
114
10.95 114
124.3
07 Feb' 19
NA
NA
NA
NA
NA
NA
NA
NA
Risky
NA
Equity - Multi Cap Fund
113
10.94 113
3.64
14 Sep' 16
-16.2
NA
NA
NA
4.40
NA
NA
NA
NA
NA
Hybrid - Balanced Hybrid Fund
111
11.79 111
6.74
09 Sep' 16
5.72
NA
NA
NA
6.33
NA
NA
NA
NA
NA
Equity - Sectoral Fund - Infrastructure
111
44.82 111
11.9
02 Dec' 05
-18.01
9.3
15.36
8.49
15.92
11.85
11.65
11.83
Risky
Very Good
Equity - Small cap Fund
111
9.19 111
-4.36
28 Apr' 17
-27.35
NA
NA
NA
-11.58
NA
NA
NA
NA
NA
Hybrid - Balanced Hybrid Fund
110
11.75 110
7.41
17 Dec' 16
3.98
NA
NA
NA
5.29
NA
NA
NA
NA
NA
Equity - Small cap Fund
109
9.05 109
-5.39
31 May' 17
-26.92
NA
NA
NA
-13.02
NA
NA
NA
NA
NA
Hybrid - Balanced Hybrid Fund
109
13.38 109
9.74
01 Feb' 16
1.92
8.2
NA
NA
8.87
8.34
NA
NA
NA
NA
*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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