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. (149 of 400 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
297
27.51 297
9.1
31 Mar' 98
15.54
8.41
8.63
7.6
14.16
9.65
9.84
12.84
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
67
56.36 67
8.35
01 Apr' 98
8.97
5.06
6.29
6.17
6.91
6.85
7.23
7.67
Very Good
Not Good
Hybrid - Dynamic Asset Allocation
922
29.43 922
9.34
04 Oct' 07
6.9
7.82
8.38
8.9
15.48
12.33
12.97
12.18
Very Good
Very Good
Hybrid - Aggressive Hybrid Fund
1,572
73.59 1,572
10.6
14 Jan' 00
0.42
7.72
9.53
9.2
15.00
12.01
11.94
13.44
Very Good
Somewhat Good
Hybrid - Equity Savings
53
36.17 53
7.65
23 May' 02
4.33
5.22
6.24
6.1
6.95
7.20
7.31
7.36
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
1,638
43.30 1,638
9.73
12 Jan' 04
4.21
4.98
7.26
8.06
10.02
10.59
10.86
10.66
Very Good
Somewhat Good
Hybrid - Balanced Advantage
2,406
90.32 2,406
15.9
15 Nov' 04
6.76
7.46
8.58
8.75
17.31
12.92
14.17
13.73
Very Good
Very Good
Hybrid - Aggressive Hybrid Fund
9,353
51.76 9,353
12.1
10 Jun' 05
-0.13
5.04
7.7
8.93
16.94
14.91
14.73
14.61
Very Good
Very Good
Equity - Multi Cap Fund
9
47.99 9
11.7
22 Jul' 05
0.86
2.08
5.64
7.95
15.77
12.92
13.18
13.07
Very Good
Not Good
Equity - Multi Cap Fund
9
41.10 9
10.4
22 Jul' 05
0.86
2.08
5.64
7.95
14.31
11.56
11.92
11.82
Very Good
Not Good
Equity - Large Cap Fund
22,743
39.32 22,743
10.4
20 Jan' 06
12.09
6.9
10.31
10.6
17.10
12.80
12.67
12.51
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
30,551
138.59 30,551
11.6
06 Jan' 96
13.98
9.25
10.88
11.08
15.99
12.80
13.66
15.31
Very Good
Very Good
Equity - Thematic Fund - MNC
3,733
173.36 3,733
12
30 Sep' 94
9.36
5.37
9.48
12.65
22.91
15.72
16.75
19.23
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
1,087
40.58 1,087
7.82
23 Mar' 01
9.73
4.89
8.14
8.15
8.45
8.07
7.87
7.42
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
1,764
91.65 1,764
12.1
15 Jun' 00
9.11
8.18
8.78
6.7
12.35
9.31
9.76
12.38
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
4,299
210.06 4,299
13.5
08 Oct' 95
7.16
3.94
7.75
10.42
16.95
14.16
15.36
17.39
Very Good
Very Good
Hybrid - Equity Savings
139
33.16 139
6.08
27 Apr' 00
7.98
4.43
5.8
6.69
6.80
7.04
7.13
6.91
Very Good
Not Good
Equity - Thematic Fund - Other
564
157.50 564
12.5
24 May' 96
6.45
4.95
7.12
9.36
18.40
12.69
13.95
17.92
Very Good
Not Good
Equity - Large Cap Fund
28
73.37 28
8.4
28 Feb' 95
5.17
4.37
5.85
5.29
12.17
7.56
8.38
11.47
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
4,905
159.66 4,905
1.89
02 Jan' 95
-0.67
3.66
6.26
7.22
13.46
11.07
11.36
11.09
Very Good
Not 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