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 - ELSS
3,186
49.69 3,186
12.6
27 Feb' 06
-12.93
6.7
8.64
9.43
18.67
14.72
14.33
14.39
Somewhat Good
Not Good
Equity - Sectoral Fund - Banks & Financial Services
3,185
59.25 3,185
17.5
22 Aug' 08
-7.04
10.1
13.78
13.88
24.68
19.91
20.68
20.17
Somewhat Good
Somewhat Good
Equity - Sectoral Fund - Infrastructure
3,102
8.59 3,102
-8.47
06 Dec' 17
-10.15
NA
NA
NA
-4.87
NA
NA
NA
NA
NA
Hybrid - Conservative Hybrid Fund
2,993
45.56 2,993
10.2
26 Dec' 03
4.16
5.35
7.33
8.22
10.85
10.53
10.78
10.59
Very Good
Not Good
Equity - Value Fund
2,982
66.83 2,982
14.3
08 Jun' 05
-11.55
5.15
8.48
8.47
19.11
14.59
15.04
14.86
Risky
Not Good
Equity - Value Fund
2,947
43.39 2,947
13.7
07 Mar' 08
-20.89
4.52
7.45
9.48
22.94
18.12
18.33
18.59
Risky
Very Good
Equity - Sectoral Fund - Banks & Financial Services
2,924
250.47 2,924
21.9
26 May' 03
-12.84
8.56
10.45
10.37
23.41
18.82
19.44
19.59
Risky
Not Good
Hybrid - Balanced Advantage
2,902
10.40 2,902
3.77
03 Aug' 18
3.38
NA
NA
NA
3.17
NA
NA
NA
Very Good
NA
Equity - Large & Mid Cap Fund
2,749
40.70 2,749
10.5
09 Aug' 05
-12.98
5.51
7.74
7.16
13.99
10.17
10.01
9.90
Risky
Not Good
Hybrid - Balanced Hybrid Fund
2,743
10.48 2,743
2.1
24 May' 17
-1.41
NA
NA
NA
1.92
NA
NA
NA
NA
NA
Hybrid - Balanced Advantage
2,697
51.39 2,697
8.83
25 Apr' 00
-0.52
6.04
7.84
8.14
12.74
10.13
10.50
12.01
Very Good
Not Good
Equity - Large & Mid Cap Fund
2,690
469.22 2,690
17.5
08 Oct' 95
-12.82
0.94
4.27
6
15.49
11.06
12.69
18.62
Risky
Not Good
Equity - Mid Cap Fund
2,634
34.67 2,634
15.7
18 Feb' 11
-7.5
9.5
10.63
NA
20.40
21.01
20.53
NA
Very Good
Not Good
Equity - Multi Cap Fund
2,586
76.48 2,586
15.3
16 May' 05
-10.05
5.19
7.28
8.89
17.73
13.61
14.29
14.15
Somewhat Good
Not Good
Hybrid - Balanced Hybrid Fund
2,515
10.60 2,515
3.44
05 Dec' 17
5.47
NA
NA
NA
4.08
NA
NA
NA
NA
NA
Equity - Large & Mid Cap Fund
2,511
202.76 2,511
12
28 Feb' 93
-8.24
5.77
9.25
9.99
18.60
14.08
15.84
18.98
Somewhat Good
Somewhat Good
Equity - Large & Mid Cap Fund
2,499
72.44 2,499
14.6
02 Mar' 05
-12.67
3
6.93
9.31
18.45
13.92
14.72
14.52
Risky
Somewhat Good
Equity - Multi Cap Fund
2,498
37.44 2,498
11.4
07 Jun' 07
-6.14
7.56
8.78
9.19
17.83
13.58
13.38
13.24
Somewhat Good
Somewhat Good
Equity - ELSS
2,477
91.85 2,477
14.5
02 May' 05
-13.92
3.77
7.64
8.11
15.51
12.61
12.88
12.71
Somewhat Good
Not Good
Equity - Large & Mid Cap Fund
2,467
112.27 2,467
17.5
09 Sep' 04
-5.49
7.24
10.25
9.77
17.66
13.48
14.85
14.15
Somewhat Good
Somewhat 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