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. (238 of 375 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
736
86.70 736
16.1
23 Sep' 04
-2.7
11.8
13.97
11.94
14.66
11.41
13.06
12.76
Very Good
Not Good
Equity - Mid Cap Fund
701
31.16 701
9.22
02 May' 06
-14.69
11.35
17.57
15.83
21.35
14.82
16.34
15.33
Risky
Not Good
Hybrid - Conservative Hybrid Fund
342
28.23 342
7.42
23 Sep' 04
3.21
8.32
8.7
7.75
7.67
7.21
7.24
7.18
Very Good
Not Good
Equity - ELSS
442
37.38 442
10.5
05 Jan' 06
-4.77
11.09
14.55
12.43
16.13
11.11
12.28
11.86
Very Good
Not Good
Equity - Large & Mid Cap Fund
5,314
399.14 5,314
16.8
24 Feb' 95
-10.1
13.99
16.82
11.49
17.85
12.84
13.77
15.43
Somewhat Good
Not Good
Equity - Dividend Yield Fund
792
160.11 792
18.8
10 Feb' 03
-14.48
9.93
11.01
9.2
17.83
14.14
15.02
15.70
Risky
Not Good
Equity - ELSS
630
38.85 630
11.5
03 Oct' 06
-3.92
15.53
17.76
13.34
17.65
13.49
13.84
13.23
Somewhat Good
Not Good
Hybrid - Conservative Hybrid Fund
2,316
38.72 2,316
9.55
22 May' 04
-0.39
10.44
11.2
9.67
11.27
10.42
10.23
10.02
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
2,316
38.72 2,316
9.52
03 May' 04
-0.39
10.44
11.2
9.67
11.27
10.42
10.23
10.02
Very Good
Not Good
Equity - Multi Cap Fund
10,027
723.03 10,027
23.1
27 Aug' 98
-4.53
17.81
18.25
12.37
18.72
13.87
15.67
19.15
Somewhat Good
Not Good
Equity - Thematic Fund - Other
483
53.05 483
9.09
15 Jan' 00
11.33
18.37
13.2
12.55
16.96
9.80
11.26
12.70
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
673
55.22 673
11.6
12 Sep' 03
-4.26
11.96
10.74
8.82
10.85
8.27
9.11
9.06
Very Good
Not Good
Equity - Multi Cap Fund
743
96.57 743
15.7
12 Sep' 03
-7.69
11.91
12.09
7.74
14.06
11.14
13.10
12.59
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
19
23.40 19
6.02
08 Sep' 04
5.11
6.87
8.01
7.09
6.44
6.18
6.07
6.04
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
203
55.87 203
7.57
31 Mar' 96
4.79
8.12
8.52
8.19
9.67
9.64
10.42
5.85
Very Good
Not Good
Equity - Multi Cap Fund
928
133.22 928
18.2
16 Sep' 03
2.48
17.81
14.06
11.78
18.13
13.67
15.27
15.30
Somewhat Good
Not Good
Hybrid - Conservative Hybrid Fund
42
34.46 42
6.83
03 Jul' 00
3.35
7.66
8.13
6.91
7.25
8.20
8.40
6.59
Very Good
Not Good
Equity - Thematic Fund - Other
1,066
90.91 1,066
16.1
11 Jun' 04
-17.08
13.3
15.53
7.51
14.24
9.98
12.17
10.99
Risky
Not Good
Hybrid - Conservative Hybrid Fund
308
35.37 308
8.92
11 Jun' 04
-4.53
6.56
7.44
7.35
9.00
9.14
9.41
9.28
Very Good
Not Good
Equity - Large Cap Fund
2,560
204.31 2,560
20.7
10 Mar' 03
-4.81
12.75
11.07
9.07
14.20
11.96
14.59
15.34
Somewhat 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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