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. (241 of 383 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 & Mid Cap Fund
4,599
93.53 4,599
17.1
11 Mar' 05
4.68
18.62
24.61
19.08
28.45
19.57
19.54
19.17
Risky
Very Good
Equity - Large & Mid Cap Fund
4,599
93.53 4,599
17.1
11 Mar' 05
4.68
18.62
24.61
19.08
28.45
19.57
19.54
19.17
Risky
Very Good
Equity - Value Fund
4,583
61.19 4,583
14.1
20 Jul' 05
6.79
11.54
11.01
10.95
17.38
13.78
14.07
14.04
Somewhat Good
Not Good
Equity - Value Fund
4,519
50.62 4,519
15.8
27 Mar' 08
-13.18
11.49
18.57
14.78
24.78
20.65
21.98
20.80
Risky
Somewhat Good
Hybrid - Balanced Hybrid Fund
4,481
25.69 4,481
2
01 Oct' 71
4.31
9.07
8.05
4.57
6.03
4.49
3.84
3.08
Very Good
Not Good
Hybrid - Balanced Hybrid Fund
4,481
25.69 4,481
2
01 Oct' 71
4.31
9.07
8.05
4.57
6.03
4.49
3.84
3.08
Very Good
Not Good
Equity - Focused Fund
4,466
47.36 4,466
13.4
26 Dec' 06
3.79
16.06
20.34
14.69
21.41
16.62
16.78
16.04
Risky
Somewhat Good
Equity - Mid Cap Fund
4,390
133.08 4,390
19.2
09 Aug' 04
-2.51
17.87
22.3
15.43
25.25
17.86
17.82
16.89
Risky
Somewhat Good
Equity - Focused Fund
4,268
59.27 4,268
14.1
24 Oct' 05
7.51
12.99
14.08
12.46
17.20
13.34
13.78
13.66
Very Good
Somewhat Good
Equity - Mid Cap Fund
4,091
38.43 4,091
11.8
30 Mar' 07
-1.85
14.99
22.19
14.85
21.93
16.57
17.08
15.87
Somewhat Good
Not Good
Equity - Focused Fund
4,033
140.96 4,033
20
11 Oct' 04
6.78
15.62
18.56
16.62
24.31
16.34
16.98
16.79
Risky
Somewhat Good
Equity - ELSS
4,025
567.63 4,025
22.3
10 Apr' 99
8.39
11.7
15.65
13.29
18.79
15.02
16.39
19.42
Somewhat Good
Somewhat Good
Equity - Mid Cap Fund
3,822
98.48 3,822
14.3
30 Jul' 05
-7.34
9.7
17.38
14.83
24.51
17.62
17.72
17.51
Risky
Not Good
Equity - Mid Cap Fund
3,743
73.56 3,743
15.2
29 Mar' 05
-6.5
8.52
16.26
14.6
21.52
14.87
15.54
15.05
Risky
Not Good
Equity - Thematic Fund - MNC
3,709
769.41 3,709
17.1
27 Dec' 99
5.47
11.15
20.09
17.8
25.65
20.06
20.51
21.24
Very Good
Somewhat Good
Equity - Contra Fund
3,658
47.54 3,658
13.8
11 Apr' 07
7.72
17.49
19.48
13.82
22.12
16.37
16.25
15.99
Somewhat Good
Very Good
Equity - Thematic Fund - MNC
3,622
168.11 3,622
12.2
30 Sep' 94
-1.98
9.81
15.57
14.27
22.66
15.55
17.48
19.24
Very Good
Not Good
Equity - Multi Cap Fund
3,521
294.28 3,521
14.8
01 Oct' 94
7.97
14.66
15.83
12.22
17.88
13.02
14.66
18.27
Somewhat Good
Somewhat Good
Equity - ELSS
3,338
53.31 3,338
13.6
27 Feb' 06
-0.44
14.6
14.99
12.32
18.81
14.78
14.47
14.66
Risky
Not Good
Equity - Multi Cap Fund
3,299
11.30 3,299
8.92
17 Nov' 17
12.96
NA
NA
NA
7.73
NA
NA
NA
Very Good
NA
*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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