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. (241 of 383 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 - Multi Cap Fund
7,095
48.35 7,095
12.3
16 Sep' 05
5.07
14.01
18.37
11.71
16.96
11.83
11.83
11.67
Risky
Not Good
Equity - ELSS
7,013
143.87 7,013
10.8
31 Mar' 93
4.56
10.9
13.14
10.62
16.25
11.36
11.34
12.66
Somewhat Good
Not Good
Equity - Mid Cap Fund
6,745
1110.76 6,745
21.9
08 Oct' 95
3.44
15.43
17.1
10.97
18.45
14.04
16.29
22.91
Risky
Not Good
Hybrid - Aggressive Hybrid Fund
6,424
150.56 6,424
14.6
27 May' 99
6.45
12.5
15.21
10.86
14.96
12.96
14.16
16.64
Very Good
Somewhat Good
Equity - ELSS
6,193
379.14 6,193
20.3
19 Aug' 99
7.61
13.56
14.87
12.71
20.89
14.82
16.14
20.65
Somewhat Good
Not Good
Equity - Small cap Fund
6,167
24.49 6,167
19.8
12 May' 14
-6.49
21.23
NA
NA
19.72
22.97
NA
NA
Risky
Very Good
Equity - Mid Cap Fund
6,158
462.02 6,158
25.7
19 Jul' 02
-6.58
12.3
18.99
14.77
24.43
18.27
20.07
21.53
Risky
Somewhat Good
Equity - Mid Cap Fund
6,134
54.07 6,134
14.5
14 Nov' 06
0.57
15.85
20.27
15.23
25.02
18.81
18.18
18.16
Very Good
Very Good
Equity - Large Cap Fund
5,973
122.31 5,973
12.9
03 Aug' 05
8.22
12.26
13.02
10.54
15.20
11.78
12.11
12.10
Somewhat Good
Not Good
Hybrid - Equity Savings
5,960
36.67 5,960
9.3
17 Sep' 04
6.22
11.61
9.68
9.25
10.39
10.00
9.74
9.68
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
5,949
168.52 5,949
2.17
02 Jan' 95
1.48
10.99
11.32
9.47
14.03
11.14
11.76
10.09
Very Good
Somewhat Good
Equity - Large & Mid Cap Fund
5,922
218.78 5,922
17.7
16 May' 00
5.5
15.46
17.17
12.69
18.24
13.92
15.38
19.58
Somewhat Good
Very Good
Equity - Large & Mid Cap Fund
5,610
398.90 5,610
16.8
24 Feb' 95
-0.3
12.77
16.4
11.58
18.14
13.04
13.83
15.49
Somewhat Good
Not Good
Equity - Multi Cap Fund
5,580
92.59 5,580
17.8
28 Sep' 05
3.98
11.25
14.72
14.61
22.41
19.01
19.51
19.59
Risky
Somewhat Good
Equity - Value Fund
5,539
133.60 5,539
19.1
29 Jun' 04
0.35
17.97
19.25
13.27
21.59
16.49
17.30
16.27
Somewhat Good
Not Good
Equity - ELSS
5,413
47.84 5,413
13.6
18 Jan' 07
8.41
15.52
17.67
13.35
19.20
15.32
15.31
14.90
Somewhat Good
Very Good
Equity - Small cap Fund
5,231
55.25 5,231
15.5
14 Jun' 07
-10.24
11.17
22.9
17.17
29.61
23.26
23.30
22.47
Risky
Very Good
Equity - Large Cap Fund
4,802
28.28 4,802
11.8
05 Jan' 10
14.53
15.75
14.27
11.76
12.71
13.56
14.33
11.75
Very Good
Somewhat Good
Hybrid - Aggressive Hybrid Fund
4,768
211.58 4,768
13.8
08 Oct' 95
4.3
8.67
13.46
11.95
17.23
14.48
16.01
17.65
Very Good
Very Good
Equity - Value Fund
4,624
296.67 4,624
14.4
01 Feb' 94
5.74
15.67
16.65
13.37
20.27
15.13
16.20
19.98
Somewhat Good
Somewhat 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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