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. (195 of 403 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 Cap Fund
788
96.49 788
16.2
23 Sep' 04
21.55
11.81
9.25
11.11
15.34
11.73
12.72
12.68
Very Good
Not Good
Equity - Mid Cap Fund
733
31.84 733
8.96
02 May' 06
7.11
4.42
8.35
12.51
22.51
15.31
15.90
15.12
Somewhat Good
Not Good
Hybrid - Conservative Hybrid Fund
394
29.74 394
7.47
23 Sep' 04
9.69
6.55
7.37
8.32
7.70
7.28
7.28
7.29
Very Good
Not Good
Equity - ELSS
471
40.50 471
10.6
05 Jan' 06
17.48
9.65
8.48
11.12
16.94
11.97
12.12
11.89
Somewhat Good
Not Good
Equity - Large & Mid Cap Fund
4,900
415.67 4,900
16.6
24 Feb' 95
9.76
6.16
9.95
9.63
17.19
13.05
13.21
15.32
Somewhat Good
Not Good
Equity - Dividend Yield Fund
742
158.65 742
18
10 Feb' 03
3.27
2.52
3.07
5.78
15.71
13.69
14.05
14.97
Risky
Not Good
Equity - ELSS
591
39.04 591
11
03 Oct' 06
7.26
9.83
10.7
11.27
17.40
13.31
13.71
13.06
Somewhat Good
Not Good
Equity - Mid Cap Fund
2,296
270.96 2,296
21.2
03 Oct' 02
-1.8
1.97
7.67
8.72
20.15
15.58
16.33
17.40
Risky
Not Good
Hybrid - Conservative Hybrid Fund
1,990
40.05 1,990
9.38
22 May' 04
6.94
5.07
8.14
9.25
10.56
10.40
10.19
9.97
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
1,990
40.05 1,990
9.35
03 May' 04
6.94
5.07
8.14
9.25
10.56
10.40
10.19
9.97
Very Good
Not Good
Equity - Thematic Fund - MNC
3,704
775.98 3,704
16.8
27 Dec' 99
12.01
9.72
12.41
15.13
24.33
20.16
20.15
21.15
Very Good
Not Good
Equity - Multi Cap Fund
11,247
744.33 11,247
22.5
27 Aug' 98
10.05
8.57
10.83
10.51
18.40
13.94
14.67
18.62
Somewhat Good
Not Good
Equity - Thematic Fund - Other
455
53.49 455
8.87
15 Jan' 00
6.76
16.88
10.13
10.8
17.70
10.94
11.01
13.13
Risky
Not Good
Equity - Focused Fund
4,192
61.74 4,192
13.8
24 Oct' 05
12.59
9.46
8.64
10.63
16.65
13.42
13.49
13.44
Somewhat Good
Not Good
Hybrid - Aggressive Hybrid Fund
556
55.58 556
11.2
12 Sep' 03
5.42
6.26
6.05
6.98
11.11
8.63
8.68
8.95
Very Good
Not Good
Equity - Multi Cap Fund
820
100.07 820
15.3
12 Sep' 03
10.16
7.64
6.27
6.19
13.21
10.67
11.86
12.10
Somewhat Good
Not Good
Hybrid - Conservative Hybrid Fund
27
25.45 27
6.34
08 Sep' 04
13.01
7.16
7.59
7.67
7.19
6.51
6.23
6.22
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
209
59.58 209
7.65
31 Mar' 96
12.15
6.88
6.89
8.2
9.08
9.24
9.96
8.66
Very Good
Not Good
Equity - Multi Cap Fund
1,581
139.20 1,581
17.7
16 Sep' 03
14.8
12.88
8.83
10.01
17.51
13.79
14.42
14.87
Somewhat Good
Not Good
Hybrid - Conservative Hybrid Fund
36
36.44 36
6.9
03 Jul' 00
9.73
6.15
6.7
7.07
7.40
7.85
8.22
6.70
Very Good
Not 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