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 - Large Cap Fund
772
88.69 772
15.9
23 Sep' 04
5.93
8.44
9.97
11.98
15.55
11.68
13.02
12.74
Very Good
Not Good
Equity - Mid Cap Fund
746
30.48 746
8.84
02 May' 06
-0.94
4.87
10.34
13.79
22.73
14.98
16.22
15.29
Somewhat Good
Not Good
Hybrid - Conservative Hybrid Fund
400
28.92 400
7.44
23 Sep' 04
6.74
6.78
7.84
8.04
7.73
7.27
7.27
7.23
Very Good
Not Good
Equity - ELSS
471
37.77 471
10.3
05 Jan' 06
4.3
7.18
9.84
11.88
17.23
11.71
12.27
11.91
Very Good
Not Good
Equity - Large & Mid Cap Fund
5,285
384.30 5,285
16.5
24 Feb' 95
-6.33
6.35
10.51
10.42
18.35
13.19
13.65
15.51
Somewhat Good
Not Good
Equity - Dividend Yield Fund
782
150.76 782
18
10 Feb' 03
-7.26
2.71
4.38
7.02
17.62
14.17
14.70
15.36
Risky
Not Good
Equity - ELSS
621
36.42 621
10.7
03 Oct' 06
-5.13
8.19
11.58
12.06
18.25
13.41
13.87
13.20
Somewhat Good
Not Good
Equity - Mid Cap Fund
2,375
269.90 2,375
21.7
03 Oct' 02
-6.73
5.17
10.34
10.47
22.06
16.11
17.06
17.76
Risky
Not Good
Hybrid - Conservative Hybrid Fund
2,151
39.30 2,151
9.47
22 May' 04
2.52
6.62
9.41
9.65
11.16
10.49
10.24
10.00
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
2,151
39.30 2,151
9.43
03 May' 04
2.52
6.62
9.41
9.65
11.16
10.49
10.24
10.00
Very Good
Not Good
Equity - Multi Cap Fund
11,223
701.76 11,223
22.6
27 Aug' 98
2.9
10.34
10.95
11.45
19.44
14.16
15.31
19.01
Risky
Not Good
Equity - Thematic Fund - Other
458
52.52 458
8.86
15 Jan' 00
4.77
14.11
12.5
11.52
18.29
10.48
11.27
13.03
Somewhat Good
Not Good
Hybrid - Aggressive Hybrid Fund
616
53.70 616
11.2
12 Sep' 03
-2.07
6.16
6.64
8.04
11.50
8.63
8.99
9.04
Very Good
Not Good
Equity - Multi Cap Fund
809
95.08 809
15.3
12 Sep' 03
-0.23
6.61
7.44
7.26
14.49
11.13
12.63
12.37
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
15
25.15 15
6.44
08 Sep' 04
13.66
8.19
8.34
7.93
6.77
6.35
6.14
6.13
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
198
57.43 198
7.59
31 Mar' 96
8.25
6.77
7.33
8.19
9.50
9.48
10.23
7.26
Very Good
Not Good
Equity - Multi Cap Fund
1,315
130.64 1,315
17.6
16 Sep' 03
3.93
12.15
9.51
10.5
18.71
13.99
14.97
15.11
Somewhat Good
Not Good
Hybrid - Conservative Hybrid Fund
41
35.69 41
6.92
03 Jul' 00
8.78
6.74
7.57
7.23
7.44
8.07
8.34
6.61
Very Good
Not Good
Equity - Thematic Fund - Other
1,201
90.19 1,201
15.7
11 Jun' 04
5.91
8.02
8.29
7.31
14.85
10.11
11.99
10.83
Risky
Not Good
Hybrid - Conservative Hybrid Fund
274
35.58 274
8.78
11 Jun' 04
-1.3
4.22
6.35
7.62
8.72
9.04
9.32
9.19
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