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 - 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
Equity - Small cap Fund
4,571
47.77 4,571
13.7
14 Jun' 07
-19.75
-1.56
9.99
11.98
29.90
22.52
22.85
21.63
Risky
Very Good
Hybrid - Aggressive Hybrid Fund
4,342
203.35 4,342
13.4
08 Oct' 95
-4.27
3.41
7.75
10.55
17.31
14.34
15.62
17.52
Very Good
Very Good
Equity - Mid Cap Fund
4,321
35.25 4,321
10.7
30 Mar' 07
-11.01
4.61
11.95
11.78
22.54
16.27
16.99
15.65
Somewhat Good
Not Good
Equity - Value Fund
4,290
260.87 4,290
13.6
01 Feb' 94
-15.06
6.06
8.16
10
20.26
15.24
15.79
19.71
Risky
Somewhat Good
Equity - Value Fund
4,211
56.31 4,211
13
20 Jul' 05
-11.39
4.56
4.93
8.72
16.98
13.65
13.81
13.80
Somewhat Good
Not Good
Hybrid - Balanced Hybrid Fund
4,182
23.64 4,182
1.81
01 Oct' 71
-9.91
3.31
4.24
2.87
5.84
4.55
3.91
3.18
Very Good
Not Good
Hybrid - Balanced Hybrid Fund
4,182
23.64 4,182
1.81
01 Oct' 71
-9.91
3.31
4.24
2.87
5.84
4.55
3.91
3.18
Very Good
Not Good
Equity - Focused Fund
4,101
55.51 4,101
13.2
24 Oct' 05
-7.84
5.69
7.87
10.66
17.34
13.42
13.63
13.56
Somewhat Good
Somewhat Good
Equity - Focused Fund
4,094
41.46 4,094
11.9
26 Dec' 06
-13.77
3.27
8.8
10.52
21.60
16.33
16.58
15.76
Somewhat Good
Somewhat Good
Equity - Value Fund
4,056
43.53 4,056
13.8
27 Mar' 08
-25.22
-1.82
5.75
10.31
23.80
19.98
21.27
19.67
Risky
Not Good
Equity - Multi Cap Fund
4,020
11.38 4,020
7.58
17 Nov' 17
-1.47
NA
NA
NA
6.56
NA
NA
NA
Very Good
NA
Equity - Multi Cap Fund
3,940
268.88 3,940
14.1
01 Oct' 94
-10.75
5.53
8.9
10.13
18.14
13.16
14.26
18.00
Somewhat Good
Somewhat Good
Equity - Contra Fund
3,880
43.75 3,880
12.7
11 Apr' 07
-12.13
8.78
10.95
11.48
21.80
16.23
16.13
15.69
Somewhat Good
Very Good
Equity - ELSS
3,818
522.31 3,818
21.4
10 Apr' 99
-9.57
4.17
8.53
11.11
18.81
15.00
16.01
19.21
Somewhat Good
Not Good
Equity - Large & Mid Cap Fund
3,465
298.70 3,465
17.4
09 Jul' 98
-7.95
4.36
5.99
9.6
15.96
12.54
13.88
16.97
Somewhat Good
Somewhat Good
Equity - Thematic Fund - MNC
3,426
683.21 3,426
16.1
27 Dec' 99
-12.6
3.63
10.83
14.43
25.40
20.16
20.38
21.24
Very Good
Somewhat Good
Equity - Mid Cap Fund
3,408
88.57 3,408
13.1
30 Jul' 05
-17.46
-0.27
7.09
11.27
24.60
17.86
17.45
17.22
Risky
Not Good
Equity - Thematic Fund - MNC
3,354
158.65 3,354
11.7
30 Sep' 94
-10.43
4.14
8.58
11.75
23.06
15.73
17.02
19.27
Very Good
Not Good
Equity - Mid Cap Fund
3,303
64.17 3,303
13.8
29 Mar' 05
-15.62
-2.2
7.42
11.16
22.04
14.99
15.36
14.94
Risky
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