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 - Mid Cap Fund
4,880
129.92 4,880
18.8
09 Aug' 04
-5.2
13.39
15.17
14.72
25.66
18.12
17.79
16.84
Risky
Somewhat Good
Hybrid - Aggressive Hybrid Fund
4,697
216.46 4,697
13.8
08 Oct' 95
6.12
8.28
10.4
12.02
17.58
14.52
15.88
17.61
Very Good
Very Good
Equity - Value Fund
4,686
290.29 4,686
14.1
01 Feb' 94
-1.3
12.74
11.52
12.18
20.65
15.35
16.06
19.88
Somewhat Good
Somewhat Good
Equity - Focused Fund
4,634
143.90 4,634
19.9
11 Oct' 04
8.15
15.21
14.94
16.53
25.09
16.73
16.97
16.80
Somewhat Good
Somewhat Good
Equity - Value Fund
4,571
61.15 4,571
13.9
20 Jul' 05
2.34
10.09
7.91
10.83
17.58
13.85
13.97
13.95
Somewhat Good
Not Good
Equity - Value Fund
4,565
49.85 4,565
15.3
27 Mar' 08
-13.41
8.14
8.41
13.09
24.65
20.40
21.65
20.28
Risky
Not Good
Equity - Focused Fund
4,519
47.73 4,519
13.3
26 Dec' 06
4.21
12.22
13.51
13.78
21.85
16.53
16.73
15.95
Risky
Somewhat Good
Hybrid - Balanced Hybrid Fund
4,484
24.91 4,484
1.93
01 Oct' 71
-1.39
6.8
5.77
3.81
6.15
4.59
3.91
3.15
Very Good
Not Good
Hybrid - Balanced Hybrid Fund
4,484
24.91 4,484
1.93
01 Oct' 71
-1.39
6.8
5.77
3.81
6.15
4.59
3.91
3.15
Very Good
Not Good
Equity - Focused Fund
4,374
60.89 4,374
14.1
24 Oct' 05
8.1
12.04
10.65
12.68
17.64
13.50
13.73
13.64
Somewhat Good
Somewhat Good
Equity - Mid Cap Fund
4,326
38.51 4,326
11.6
30 Mar' 07
0.1
11.42
16.29
14.36
22.57
16.47
17.08
15.81
Somewhat Good
Not Good
Equity - ELSS
4,070
571.94 4,070
22.1
10 Apr' 99
3.54
9.78
12.15
13.13
19.17
15.13
16.26
19.35
Somewhat Good
Somewhat Good
Equity - Contra Fund
3,929
47.98 3,929
13.7
11 Apr' 07
3.27
15.69
14.53
13.25
22.41
16.35
16.23
15.87
Somewhat Good
Very Good
Equity - Multi Cap Fund
3,847
297.60 3,847
14.7
01 Oct' 94
8.69
12.29
12.45
12.3
18.41
13.22
14.53
18.17
Somewhat Good
Somewhat Good
Equity - Mid Cap Fund
3,794
97.83 3,794
14
30 Jul' 05
-6.1
6.5
11.45
13.81
24.88
17.92
17.63
17.40
Risky
Not Good
Equity - Thematic Fund - MNC
3,705
733.69 3,705
16.7
27 Dec' 99
-2.64
8.11
14.72
15.92
25.89
20.23
20.51
21.27
Very Good
Somewhat Good
Equity - Multi Cap Fund
3,696
11.83 3,696
11
17 Nov' 17
9.03
NA
NA
NA
8.34
NA
NA
NA
Very Good
NA
Equity - Mid Cap Fund
3,670
72.03 3,670
14.9
29 Mar' 05
-2.19
4.41
11.95
14.09
22.11
15.08
15.49
15.03
Risky
Not Good
Equity - Thematic Fund - MNC
3,590
165.37 3,590
12
30 Sep' 94
-0.93
7.59
11.52
13.58
23.23
15.78
17.32
19.29
Very Good
Not Good
Equity - ELSS
3,421
54.04 3,421
13.5
27 Feb' 06
-1.06
12.15
11.53
11.48
19.09
14.87
14.43
14.55
Somewhat 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
Loading...
Hold on
Puchho Befikar
Block your seat for Portfolio 2.0 Report
A list of stocks you must own under Modi 2.0
to enhance your portfolio returns.