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. (162 of 389 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 - Sectoral Fund - Infrastructure
593
30.29 593
8.65
17 Mar' 06
-5.34
3.65
5.59
6.08
16.47
10.67
10.05
9.92
Risky
Very Good
Hybrid - Aggressive Hybrid Fund
12,663
732.52 12,663
19.2
10 Feb' 95
-1.67
5.85
9.23
10.48
17.20
14.45
15.39
17.49
Very Good
Very Good
Equity - Small cap Fund
2,366
31.43 2,366
9.77
31 May' 07
-15.15
2.92
10.11
10.54
23.14
17.24
17.28
16.70
Risky
Very Good
Hybrid - Aggressive Hybrid Fund
2,316
156.19 2,316
10.9
01 Feb' 93
2.99
9.55
10.56
11.31
17.02
13.90
15.06
17.19
Very Good
Very Good
Equity - Large & Mid Cap Fund
4,930
88.99 4,930
16.4
11 Mar' 05
-4.3
10.72
14.8
16.54
29.04
20.05
19.49
19.11
Somewhat Good
Very Good
Equity - Sectoral Fund - Infrastructure
121
43.92 121
11.4
02 Dec' 05
-0.36
3.45
6.97
7.6
16.40
11.88
11.58
11.58
Risky
Very Good
Equity - Sectoral Fund - Infrastructure
1,866
15.09 1,866
3.54
27 Sep' 07
-7.02
9.07
9.84
7.47
15.54
9.91
10.44
9.13
Risky
Very Good
Equity - Small cap Fund
5,131
50.91 5,131
14.4
14 Jun' 07
-8.71
1.49
12.47
13.33
30.08
22.75
23.01
21.88
Risky
Very Good
Equity - Large & Mid Cap Fund
5,577
211.84 5,577
17.2
16 May' 00
-0.16
8.71
11.46
10.76
18.59
14.06
15.13
19.34
Somewhat Good
Very Good
Equity - Mid Cap Fund
6,302
52.01 6,302
13.9
14 Nov' 06
-3.54
7.69
12.78
12.97
25.30
18.59
18.05
17.88
Very Good
Very Good
Equity - ELSS
5,646
47.05 5,646
13.2
18 Jan' 07
3.47
9.55
11.65
11.86
19.75
15.23
15.25
14.75
Somewhat Good
Very Good
Equity - Small cap Fund
7,369
49.54 7,369
12.6
13 Jan' 06
-11.61
3.06
11.19
14.66
26.15
19.09
19.11
18.62
Risky
Very Good
Equity - Sectoral Fund - TECk
245
159.49 245
14.4
22 Aug' 98
11.77
13.18
13.39
12.85
21.72
13.39
13.55
14.71
Risky
Very Good
Hybrid - Balanced Advantage
43,168
198.25 43,168
17.1
11 Sep' 00
10.09
11.63
10.13
10.17
17.15
13.02
14.54
18.90
Somewhat Good
Very Good
Equity - Mid Cap Fund
22,599
50.78 22,599
14.4
25 Jun' 07
-9.05
6.78
11.7
14.6
25.56
20.82
21.16
20.45
Somewhat Good
Very Good
Hybrid - Balanced Advantage
28,709
35.53 28,709
10.6
30 Dec' 06
5.74
8.11
9.41
11.59
14.95
12.62
13.13
12.61
Very Good
Very Good
Hybrid - Aggressive Hybrid Fund
25,617
133.82 25,617
14.1
03 Nov' 99
7.59
10.15
11.21
13.37
17.20
13.84
14.26
15.68
Very Good
Very Good
Equity - Sectoral Fund - Infrastructure
1,278
50.78 1,278
12.4
31 Aug' 05
7.45
6.95
6.12
5.96
12.39
8.96
9.35
9.22
Risky
Very Good
Equity - Sectoral Fund - TECk
445
58.71 445
9.55
03 Mar' 00
3.67
14.08
11.08
15.56
25.82
15.84
16.46
17.51
Somewhat Good
Very Good
Equity - Small cap Fund
1,225
67.03 1,225
14.1
24 Feb' 05
-7.77
4.19
10.94
11.33
21.69
15.11
14.98
14.59
Risky
Very Good
*Based on the Fund’s Ranking within its Category
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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