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. (196 of 386 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 - Thematic Fund - MNC
0
10.02 0
8.44
17 Jun' 19
NA
NA
NA
NA
NA
NA
NA
NA
Risky
NA
Equity - Thematic Fund - Other
0
9.78 0
-39.8
10 Jun' 19
NA
NA
NA
NA
NA
NA
NA
NA
Risky
NA
Equity - Large Cap Fund
0
21.06 0
7.79
23 Jul' 09
4.78
9.46
6.28
7.31
8.09
8.40
9.30
7.42
Very Good
Not Good
Equity - Multi Cap Fund
0
23.51 0
9.09
29 Aug' 09
1.82
8.16
5.76
7.98
11.74
11.61
13.36
8.73
Risky
Not Good
Hybrid - Balanced Hybrid Fund
1
15.77 1
7.39
05 Feb' 13
6.99
6.95
5.04
NA
8.08
6.07
7.39
NA
NA
NA
Equity - Sectoral Fund - Consumption
1
25.27 1
9
23 Sep' 08
-1.9
12.12
9.71
4.33
12.54
8.21
9.65
7.55
Risky
Not Good
Index Funds - Nifty
1
21.91 1
9.05
10 Jun' 10
8.95
13.26
9.2
9.09
9.52
10.36
10.48
8.99
Somewhat Good
NA
Equity - Large Cap Fund
2
20.67 2
6.77
27 May' 08
-0.77
11.83
5.11
5.4
13.89
8.92
8.74
9.47
Risky
Not Good
Equity - Sectoral Fund - Infrastructure
2
8.80 2
-1.07
26 Aug' 07
5.01
10.91
5.54
0.26
7.37
0.99
0.82
0.22
Somewhat Good
Not Good
Hybrid - Balanced Hybrid Fund
2
16.02 2
7.81
22 Mar' 13
6.94
6.13
4.52
NA
8.30
5.83
7.42
NA
NA
NA
Equity - Small cap Fund
2
44.88 2
6.84
16 Oct' 96
-11.69
-0.66
3.23
6.61
8.17
8.59
9.38
10.51
Risky
Not Good
Hybrid - Balanced Hybrid Fund
3
16.03 3
8.34
06 Aug' 13
6.65
6.96
4.8
NA
6.93
5.34
6.66
NA
NA
NA
Hybrid - Aggressive Hybrid Fund
3
137.95 3
15.4
20 Mar' 01
8.54
9.02
10.22
9.65
13.95
10.17
11.24
13.13
Very Good
Not Good
Equity - Large Cap Fund
4
20.36 4
6.33
26 Nov' 07
-2.77
9.56
11.49
10.88
17.22
13.32
14.37
12.94
Risky
Not Good
Equity - Focused Fund
4
31.44 4
11.1
01 Aug' 08
-0.38
9.54
14.91
12.56
18.61
16.29
18.27
15.88
Somewhat Good
Not Good
Equity - Large Cap Fund
4
150.12 4
17.4
12 Aug' 02
8.57
9.92
5.12
7.56
12.56
9.89
12.02
13.68
Somewhat Good
Not Good
Equity - Sectoral Fund - Infrastructure
4
24.54 4
7.56
05 Mar' 07
-2.66
12.51
8.61
6.28
18.23
9.66
8.75
8.81
Risky
Very Good
Equity - Large & Mid Cap Fund
5
36.24 5
10.8
11 Dec' 06
-0.22
8.07
14.82
12.08
17.97
14.38
14.01
13.85
Risky
Not Good
Hybrid - Balanced Hybrid Fund
5
14.06 5
5.98
16 Aug' 13
6.27
3.75
2.84
NA
4.92
2.99
4.68
NA
NA
NA
Equity - Sectoral Fund - Infrastructure
5
26.20 5
7.51
10 Mar' 06
4.51
12.58
6.69
5.11
12.83
8.34
6.76
6.87
Risky
Not Good
*Based on the Fund’s Ranking within its Category
<< First    < Previous | 1 | | | | |

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
Loading...
Hold on
Puchho Befikar
Block your seat for Portfolio 2.0 Report
A list of stocks you must own under Modi 2.0
to enhance your portfolio returns.