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. (107 of 394 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
6,686
869.20 6,686
18.9
01 Dec' 93
-12.46
3.77
10.64
12.99
24.39
17.57
17.28
20.93
Somewhat Good
Not Good
Equity - Large Cap Fund
6,628
417.88 6,628
15.6
01 Dec' 93
-13.22
2.56
6.09
8.01
15.99
12.55
14.09
18.47
Somewhat Good
Not Good
Equity - Large Cap Fund
6,501
28.58 6,501
11.5
05 Jan' 10
-0.63
12.17
10.32
10.89
12.45
13.57
14.14
11.80
Very Good
Somewhat Good
Equity - Mid Cap Fund
6,257
1020.04 6,257
21.4
08 Oct' 95
-9.88
5.18
8.73
8.46
18.58
13.89
15.55
22.23
Risky
Not Good
Equity - ELSS
6,087
347.12 6,087
19.4
19 Aug' 99
-9.13
5.44
7.34
10.71
21.28
15.11
15.63
20.31
Somewhat Good
Not Good
Hybrid - Aggressive Hybrid Fund
5,915
147.40 5,915
14.2
27 May' 99
-3.67
6.37
9.87
9.19
15.06
12.84
13.86
16.41
Very Good
Somewhat Good
Equity - Mid Cap Fund
5,856
50.32 5,856
13.5
14 Nov' 06
-10.46
5.39
11.64
11.61
25.09
18.47
17.98
17.75
Very Good
Very Good
Equity - Large Cap Fund
5,843
115.43 5,843
12.1
03 Aug' 05
-7.74
6.7
7.74
8.94
15.36
11.74
12.02
11.97
Very Good
Not Good
Equity - Small cap Fund
5,611
20.99 5,611
15
12 May' 14
-22.14
6.41
11.43
NA
17.02
21.27
14.19
NA
Risky
Very Good
Equity - Mid Cap Fund
5,446
413.38 5,446
24.3
19 Jul' 02
-17.81
1.22
9.21
11.36
24.20
18.26
19.42
21.19
Risky
Somewhat Good
Equity - ELSS
5,434
45.82 5,434
12.8
18 Jan' 07
-4.68
7.17
10.39
11.11
19.64
15.15
15.20
14.67
Somewhat Good
Very Good
Equity - Value Fund
5,175
124.93 5,175
18.1
29 Jun' 04
-13.14
7.03
10.96
11.22
21.64
16.43
17.01
16.07
Somewhat Good
Not Good
Equity - Multi Cap Fund
5,170
86.07 5,170
16.7
28 Sep' 05
-12.55
3.89
8.08
10.86
22.36
18.55
19.16
19.13
Somewhat Good
Somewhat Good
Equity - Large & Mid Cap Fund
5,159
206.04 5,159
17
16 May' 00
-8.46
6.25
10.06
9.92
18.39
13.98
14.98
19.22
Somewhat Good
Very Good
Hybrid - Aggressive Hybrid Fund
5,140
156.78 5,140
1.84
02 Jan' 95
-9.68
4.04
6.28
7.7
13.89
11.15
11.53
10.78
Very Good
Somewhat Good
Hybrid - Equity Savings
5,138
35.93 5,138
8.93
17 Sep' 04
0.45
6.61
7.38
8.47
10.27
10.04
9.69
9.64
Very Good
Not Good
Equity - Focused Fund
4,984
133.32 4,984
19
11 Oct' 04
-4.12
8.85
11.15
13.71
25.12
16.81
16.88
16.74
Somewhat Good
Somewhat Good
Equity - Mid Cap Fund
4,805
117.42 4,805
17.8
09 Aug' 04
-17.85
5.94
11.11
11.95
25.23
18.04
17.70
16.73
Risky
Somewhat Good
Equity - Large & Mid Cap Fund
4,767
367.90 4,767
16.1
24 Feb' 95
-16.78
2.6
9.13
9.33
18.10
13.10
13.53
15.46
Somewhat Good
Not Good
Equity - Large & Mid Cap Fund
4,640
84.63 4,640
15.9
11 Mar' 05
-14.39
7.6
12.98
15.09
28.89
20.05
19.42
19.05
Somewhat Good
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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Puchho Befikar