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. (107 of 394 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
0
19.48 0
6.83
23 Jul' 09
-8.72
3.88
4.08
5.98
7.82
8.30
9.15
7.27
Very Good
Not Good
Equity - Multi Cap Fund
0
21.42 0
7.92
29 Aug' 09
-12.14
1.71
4.62
5.75
11.31
11.38
13.07
8.37
Risky
Not Good
Hybrid - Balanced Hybrid Fund
1
15.65 1
7.07
05 Feb' 13
4.75
6
4.92
NA
7.99
6.07
7.10
NA
NA
NA
Equity - Sectoral Fund - Consumption
1
22.11 1
7.53
23 Sep' 08
-16.88
3.45
6.76
2.06
12.12
8.15
9.60
7.16
Risky
Not Good
Index Funds - Nifty
1
20.23 1
7.95
10 Jun' 10
-6.77
7.95
6.48
7.48
9.23
10.30
10.34
8.35
Somewhat Good
NA
Equity - Large Cap Fund
1
18.53 1
5.63
27 May' 08
-15.85
3.18
4.42
2.85
13.39
8.81
8.63
9.04
Risky
Not Good
Equity - Sectoral Fund - Infrastructure
2
7.89 2
-1.95
26 Aug' 07
-10.54
5.18
3.29
-1.73
7.42
1.08
0.90
0.15
Risky
Not Good
Equity - Small cap Fund
2
36.02 2
5.76
16 Oct' 96
-30.4
-8.57
-1.46
4.24
7.64
8.31
9.16
10.51
Risky
Not Good
Hybrid - Balanced Hybrid Fund
2
15.99 2
7.57
22 Mar' 13
5.47
5.39
3.71
NA
8.21
5.80
7.08
NA
NA
NA
Hybrid - Balanced Hybrid Fund
2
15.91 2
7.97
06 Aug' 13
4.33
5.92
4.33
NA
6.90
5.36
6.47
NA
NA
NA
Hybrid - Aggressive Hybrid Fund
3
128.21 3
14.8
20 Mar' 01
-4.46
4.45
6.35
7.73
13.76
10.10
11.02
13.05
Very Good
Not Good
Equity - Large Cap Fund
3
18.58 3
5.41
26 Nov' 07
-15.24
3.52
7.97
8.33
16.97
13.13
14.22
12.70
Risky
Not Good
Equity - Sectoral Fund - Infrastructure
4
22.07 4
6.55
05 Mar' 07
-16.72
4.92
6.22
4.09
17.51
9.59
8.71
8.62
Risky
Very Good
Equity - Large Cap Fund
4
136.02 4
16.6
12 Aug' 02
-8.03
3.9
3
5.66
12.13
9.63
11.59
13.53
Somewhat Good
Not Good
Equity - Focused Fund
4
28.80 4
10
01 Aug' 08
-12.91
4.33
9.97
10.3
18.15
16.07
18.09
15.51
Risky
Not Good
Equity - Sectoral Fund - Infrastructure
4
23.67 4
6.61
10 Mar' 06
-10.88
4.17
5.97
3.17
12.25
8.07
6.75
6.75
Risky
Not Good
Equity - Sectoral Fund - Infrastructure
4
27.52 4
7.81
10 Mar' 06
-10.88
4.17
5.97
3.17
13.69
9.38
7.98
7.97
Risky
Not Good
Equity - Large & Mid Cap Fund
4
33.63 4
10
11 Dec' 06
-10.94
3.65
11.33
9.87
17.72
14.21
13.98
13.71
Risky
Not Good
Equity - Sectoral Fund - Banks & Financial Services
4
65.43 4
18.7
16 Sep' 08
-2.98
10.8
9.81
8.46
22.58
14.31
14.39
15.49
Very Good
Not Good
Hybrid - Balanced Hybrid Fund
4
13.87 4
5.58
16 Aug' 13
2.66
1.51
1.89
NA
4.85
2.90
4.33
NA
NA
NA
*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