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. (195 of 403 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 - Mid Cap Fund
134
6.93 134
-17.61
21 Dec' 17
-13.16
NA
NA
NA
-17.65
NA
NA
NA
NA
NA
Hybrid - Dynamic Asset Allocation
134
14.24 134
6.43
14 Mar' 14
-2.6
2.43
4.06
NA
5.58
6.35
5.45
NA
Very Good
NA
Hybrid - Equity Savings
129
17.68 129
7.31
18 Oct' 11
3.33
5.05
5.54
NA
7.86
8.67
8.61
NA
Very Good
Not Good
Equity - Value Fund
127
33.49 127
5.53
02 Jun' 97
12.8
11.19
10.65
6.85
13.97
6.04
5.71
3.09
Somewhat Good
Not Good
Equity - Sectoral Fund - Consumption
126
10.62 126
5.69
17 Jul' 18
7.92
NA
NA
NA
1.39
NA
NA
NA
NA
NA
Equity - Multi Cap Fund
125
13.65 125
6.92
04 Mar' 15
11.48
8.53
NA
NA
8.44
9.07
NA
NA
Risky
Not Good
Equity - Mid Cap Fund
124
17.67 124
10.1
02 Dec' 13
1.38
1.94
4.82
NA
9.67
9.29
8.17
NA
Risky
NA
Hybrid - Conservative Hybrid Fund
120
18.93 120
6.17
18 Mar' 09
-7.02
0.88
3.89
5.81
6.41
7.85
8.36
6.95
Very Good
Not Good
Equity - Multi Cap Fund
120
11.15 120
3.59
14 Sep' 16
11.24
4.52
NA
NA
2.17
4.12
NA
NA
NA
NA
Hybrid - Balanced Hybrid Fund
117
13.71 117
8.7
01 Feb' 16
4.26
7.88
NA
NA
8.61
8.53
NA
NA
NA
NA
Hybrid - Balanced Hybrid Fund
117
12.43 117
7.12
09 Sep' 16
9.41
7.51
NA
NA
6.57
6.98
NA
NA
NA
NA
Hybrid - Equity Savings
117
14.44 117
7.49
13 Oct' 14
8.16
8.26
7.2
NA
6.90
7.74
7.01
NA
Very Good
NA
Equity - Sectoral Fund - Infrastructure
114
44.52 114
11.3
02 Dec' 05
5.19
3.32
5.48
6.85
15.06
11.37
11.35
11.28
Risky
Very Good
Equity - ELSS
111
47.54 111
15.4
30 Dec' 08
10.71
9.01
7.82
8.99
14.55
13.29
14.69
12.72
Somewhat Good
Not Good
Index Funds - Nifty
111
9.89 111
-0.15
23 Oct' 17
6.06
NA
NA
NA
-2.45
NA
NA
NA
Somewhat Good
NA
Hybrid - Balanced Hybrid Fund
111
12.21 111
7.12
17 Dec' 16
8.15
NA
NA
NA
5.90
NA
NA
NA
NA
NA
Equity - Dividend Yield Fund
107
10.72 107
8.1
21 Dec' 18
NA
NA
NA
NA
NA
NA
NA
NA
Very Good
NA
Equity - Small cap Fund
107
8.07 107
-8.09
28 Apr' 17
-9.43
NA
NA
NA
-13.42
NA
NA
NA
NA
NA
Hybrid - Conservative Hybrid Fund
106
38.14 106
8.89
24 Feb' 04
9.28
5.57
6.51
7.65
8.80
8.96
9.35
9.25
Very Good
Not Good
Equity - Large & Mid Cap Fund
106
15.61 106
12
07 Dec' 15
13.44
8.74
NA
NA
12.35
11.55
NA
NA
Somewhat Good
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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Puchho Befikar