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. (196 of 386 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 - ELSS
7,171
142.46 7,171
10.7
31 Mar' 93
4.12
9.06
9.21
10.3
16.71
11.57
11.28
12.76
Somewhat Good
Not Good
Equity - Mid Cap Fund
7,148
950.40 7,148
19.5
01 Dec' 93
0.6
10.26
14.12
15.48
24.68
17.58
17.43
21.14
Somewhat Good
Not Good
Equity - Mid Cap Fund
6,858
1119.45 6,858
21.8
08 Oct' 95
4.05
12.32
11.45
10.48
18.86
14.12
15.98
22.61
Risky
Not Good
Equity - ELSS
6,425
383.49 6,425
20.1
19 Aug' 99
7.91
11.78
10.61
12.7
21.46
15.12
15.95
20.52
Somewhat Good
Not Good
Hybrid - Aggressive Hybrid Fund
6,361
153.69 6,361
14.6
27 May' 99
6.67
11.17
12.24
10.61
15.29
13.00
14.06
16.55
Very Good
Somewhat Good
Equity - Mid Cap Fund
6,320
53.95 6,320
14.3
14 Nov' 06
0.97
11.49
13.69
14.07
25.42
18.69
18.10
17.99
Very Good
Very Good
Equity - Small cap Fund
6,177
23.44 6,177
18.1
12 May' 14
-10.23
14.96
15.09
NA
18.52
22.36
15.99
NA
Risky
Very Good
Equity - Large Cap Fund
6,123
122.89 6,123
12.8
03 Aug' 05
4.96
11.53
10.42
10.54
15.62
11.87
12.09
12.06
Very Good
Not Good
Equity - Mid Cap Fund
6,090
457.99 6,090
25.3
19 Jul' 02
-6.45
8.87
12.66
14.07
24.68
18.41
19.83
21.38
Risky
Somewhat Good
Equity - Large Cap Fund
5,746
29.84 5,746
12.2
05 Jan' 10
10.03
16.01
12.02
12.13
12.69
13.61
14.26
11.95
Very Good
Somewhat Good
Equity - Large & Mid Cap Fund
5,721
219.89 5,721
17.5
16 May' 00
4.41
12.89
12.83
11.76
18.69
14.08
15.25
19.43
Somewhat Good
Very Good
Hybrid - Aggressive Hybrid Fund
5,680
168.12 5,680
2.14
02 Jan' 95
0.71
8.89
8.5
9.21
14.26
11.24
11.69
10.46
Very Good
Somewhat Good
Equity - ELSS
5,643
48.61 5,643
13.6
18 Jan' 07
8.34
13.35
13.17
12.83
19.77
15.28
15.29
14.81
Somewhat Good
Very Good
Hybrid - Equity Savings
5,614
37.34 5,614
9.29
17 Sep' 04
6.65
10.52
8.34
9.14
10.43
10.06
9.72
9.67
Very Good
Not Good
Equity - Value Fund
5,602
134.70 5,602
18.9
29 Jun' 04
-1.55
14.64
13.07
12.89
21.96
16.61
17.25
16.19
Somewhat Good
Not Good
Equity - Multi Cap Fund
5,573
92.53 5,573
17.6
28 Sep' 05
-0.78
8.9
11.09
13.49
22.73
18.96
19.36
19.40
Somewhat Good
Somewhat Good
Equity - Large & Mid Cap Fund
5,421
408.85 5,421
16.8
24 Feb' 95
-0.38
10.43
12.01
11.48
18.53
13.22
13.75
15.51
Somewhat Good
Not Good
Equity - Small cap Fund
5,273
54.59 5,273
15.1
14 Jun' 07
-6.64
6.15
15.39
15.16
30.09
22.95
23.14
22.10
Risky
Very Good
Equity - Large & Mid Cap Fund
4,890
94.00 4,890
17
11 Mar' 05
1.83
15.5
17.32
18.06
29.07
19.98
19.52
19.15
Risky
Very Good
Equity - Large & Mid Cap Fund
4,890
94.00 4,890
17
11 Mar' 05
1.83
15.5
17.32
18.06
29.07
19.98
19.52
19.15
Risky
Very 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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