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. (149 of 400 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 - Thematic Fund - Other
354
40.69 354
14.9
14 Sep' 09
17.87
11.84
13.79
11.76
15.85
15.85
17.04
13.97
Very Good
Somewhat Good
Hybrid - Dynamic Asset Allocation
1,442
23.70 1,442
8.87
20 Aug' 09
6.37
7.25
7.32
8.29
9.61
10.04
10.98
9.22
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
7
25.55 7
9.65
11 Aug' 09
7.49
6.54
7.91
6.84
9.79
9.93
11.34
8.76
Very Good
Not Good
Equity - Large Cap Fund
238
25.46 238
10.7
20 Aug' 10
13.31
10.11
9.8
10.18
11.74
12.71
12.66
10.35
Very Good
Somewhat Good
Equity - Large Cap Fund
31
14.42 31
4.01
22 Jun' 10
9.82
5.05
6.55
3.18
6.84
8.49
9.12
3.80
Very Good
Not Good
Equity - Large Cap Fund
8,050
30.74 8,050
12.2
05 Jan' 10
23.35
14.32
11.9
11.02
12.61
13.62
14.05
11.69
Very Good
Somewhat Good
Equity - ELSS
20,425
46.67 20,425
17
29 Dec' 09
18.59
11.54
12.97
15.12
18.08
19.32
20.98
16.51
Very Good
Somewhat Good
Hybrid - Conservative Hybrid Fund
195
22.17 195
8.61
25 Feb' 10
9.27
5.69
7.77
8.35
8.73
9.59
9.93
8.54
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
47
18.68 47
6.72
08 Mar' 10
0.48
2.34
6.3
6.44
7.62
8.83
9.49
7.13
Very Good
Not Good
Hybrid - Dynamic Asset Allocation
4,275
24.29 4,275
1.86
01 Oct' 71
-1.66
3.86
6.57
2.78
5.62
4.54
3.94
3.20
Very Good
Not Good
Hybrid - Equity Savings
53
36.10 53
7.65
23 May' 02
4.18
5.15
6.2
6.04
6.95
7.20
7.31
7.36
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
221
19.05 221
7.21
16 Jul' 10
3.25
3.89
5.97
7.02
7.84
8.75
9.09
7.10
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
39
19.43 39
7.47
29 Jul' 10
7.29
4.97
6.68
7.39
7.69
8.27
8.42
7.42
Very Good
Not Good
Hybrid - Equity Savings
53
36.10 53
7.65
23 May' 02
4.18
5.15
6.2
6.04
6.95
7.20
7.31
7.36
Very Good
Not Good
Hybrid - Equity Savings
14
16.76 14
6.18
07 Mar' 11
5.87
3.13
4.97
NA
6.27
6.70
6.78
NA
Very Good
NA
Hybrid - Aggressive Hybrid Fund
8,220
25.74 8,220
11.4
07 Feb' 11
5.78
5.41
9.01
NA
14.33
16.54
16.41
NA
Very Good
Very Good
Hybrid - Balanced Advantage
612
24.50 612
10.8
07 Feb' 11
6.63
5.72
6.88
NA
13.02
14.04
13.72
NA
Very Good
Somewhat Good
Equity - Mid Cap Fund
3,200
37.85 3,200
16.6
18 Feb' 11
16.54
11.2
11.85
NA
20.23
20.76
20.12
NA
Very Good
Not Good
Hybrid - Dynamic Asset Allocation
209
20.40 209
8.4
16 Dec' 10
1.29
4.3
5.57
NA
10.46
11.72
11.52
NA
Very Good
Not Good
Equity - ELSS
589
26.90 589
17.6
10 Sep' 13
8.08
5.62
10.02
NA
18.18
13.68
15.24
NA
Very 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
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Puchho Befikar