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. (129 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
Hybrid - Aggressive Hybrid Fund
3
133.34 3
15.1
20 Mar' 01
1.91
5.99
8.12
8.4
13.79
10.11
11.02
13.05
Very Good
Not Good
Hybrid - Balanced Hybrid Fund
2
15.91 2
7.99
06 Aug' 13
4.33
5.92
4.33
NA
6.90
5.36
6.47
NA
NA
NA
Hybrid - Balanced Hybrid Fund
2
15.98 2
7.58
22 Mar' 13
5.69
5.39
3.98
NA
8.21
5.80
7.08
NA
NA
NA
Equity - Small cap Fund
2
38.28 2
6.05
16 Oct' 96
-25.79
-6.7
-0.21
5.04
7.68
8.33
9.17
10.52
Risky
Not Good
Equity - Sectoral Fund - Infrastructure
2
8.30 2
-1.54
26 Aug' 07
-3.26
7.61
4.95
-1.02
7.46
1.10
0.92
0.17
Risky
Not Good
Equity - Large Cap Fund
1
18.73 1
5.74
27 May' 08
-13.77
4.09
5.08
3.36
13.40
8.81
8.63
9.04
Risky
Not Good
Index Funds - Nifty
1
20.69 1
8.23
10 Jun' 10
-3
8.72
7.28
8.11
9.25
10.31
10.35
8.44
Somewhat Good
NA
Equity - Sectoral Fund - Consumption
1
23.26 1
8.04
23 Sep' 08
-11.46
5.68
8.7
2.9
12.15
8.17
9.62
7.18
Risky
Not Good
Hybrid - Balanced Hybrid Fund
1
15.65 1
7.09
05 Feb' 13
4.75
6
4.92
NA
7.99
6.07
7.10
NA
NA
NA
Equity - Multi Cap Fund
0
21.50 0
7.97
29 Aug' 09
-10.83
2.32
5.51
6.19
11.31
11.38
13.07
8.37
Risky
Not Good
Equity - Large Cap Fund
0
19.82 0
7.02
23 Jul' 09
-5.35
4.66
4.85
6.44
7.83
8.31
9.15
7.29
Very Good
Not Good
*Based on the Fund’s Ranking within its Category
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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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