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
Hybrid - Balanced Advantage
42,592
205.93 42,592
17.4
11 Sep' 00
11.9
15.53
11.13
10.94
17.15
13.06
14.68
18.97
Somewhat Good
Very Good
Hybrid - Balanced Advantage
42,592
205.93 42,592
18.6
01 Feb' 94
11.9
15.53
11.13
10.94
19.79
15.54
16.68
20.20
Somewhat Good
Very Good
Hybrid - Aggressive Hybrid Fund
30,028
137.56 30,028
11.8
06 Jan' 96
9.36
11.87
12.8
12.2
16.38
12.93
14.16
15.34
Very Good
Very Good
Hybrid - Balanced Advantage
29,105
36.03 29,105
10.8
30 Dec' 06
7.75
10.29
10.28
12.15
14.99
12.67
13.17
12.63
Very Good
Very Good
Hybrid - Aggressive Hybrid Fund
26,036
136.14 26,036
14.2
03 Nov' 99
9.2
12.97
12.13
13.91
17.18
13.80
14.31
15.68
Very Good
Very Good
Equity - Multi Cap Fund
25,531
36.19 25,531
14
11 Sep' 09
9.63
15.11
15.04
14.04
15.54
16.63
18.25
13.98
Somewhat Good
Very Good
Equity - Multi Cap Fund
23,231
696.80 23,231
18.9
01 Jan' 95
13.92
15.73
10.53
11.88
20.97
15.04
16.64
21.49
Risky
Somewhat Good
Equity - Mid Cap Fund
22,825
53.92 22,825
15
25 Jun' 07
-4.53
11.29
13.25
15.93
25.70
20.95
21.26
20.59
Somewhat Good
Very Good
Equity - Large Cap Fund
22,754
40.33 22,754
10.9
20 Jan' 06
6.3
11.02
12.8
12.35
17.72
12.84
12.79
12.63
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
22,665
54.85 22,665
12.7
06 Apr' 05
6.9
10.37
7.03
8.08
17.06
11.37
11.58
11.43
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
22,665
54.85 22,665
15.8
11 Sep' 00
6.9
10.37
7.03
8.08
19.45
16.21
16.48
17.36
Very Good
Not Good
Equity - Large Cap Fund
22,182
42.97 22,182
14
23 May' 08
7.86
13.68
11.41
12.79
19.25
15.46
16.00
16.17
Somewhat Good
Very Good
Equity - Large Cap Fund
22,002
226.33 22,002
20.4
30 Aug' 02
5.05
11.23
10.65
11.92
18.61
14.69
16.53
17.60
Somewhat Good
Somewhat Good
Equity - Large Cap Fund
22,002
226.33 22,002
20.4
23 Sep' 02
5.05
11.23
10.65
11.92
18.61
14.69
16.53
17.51
Somewhat Good
Somewhat Good
Equity - ELSS
19,817
45.53 19,817
17.3
29 Dec' 09
5.34
14.21
15.17
16.82
18.57
19.74
21.60
17.00
Very Good
Somewhat Good
Equity - Large Cap Fund
17,475
515.30 17,475
18.8
03 Sep' 96
14.53
15.71
10.32
11.41
18.77
14.25
16.00
21.10
Risky
Somewhat Good
Equity - Value Fund
16,363
145.52 16,363
19.7
16 Aug' 04
1.57
7.78
10.31
13.84
26.43
19.05
19.74
19.14
Very Good
Not Good
Equity - Multi Cap Fund
13,635
26.32 13,635
20.6
28 Apr' 14
-0.42
13.9
17.97
NA
17.36
18.40
19.30
NA
Very Good
Very Good
Equity - Large Cap Fund
13,170
35.48 13,170
11.2
08 Aug' 07
11.22
15.59
12.72
12.69
17.82
13.70
14.32
13.52
Risky
Somewhat Good
Hybrid - Aggressive Hybrid Fund
13,083
756.63 13,083
19.4
10 Feb' 95
1.93
8.92
10.42
11.42
17.42
14.54
15.51
17.53
Very Good
Very 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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