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
Hybrid - Balanced Advantage
41,472
185.21 41,472
16.6
11 Sep' 00
-3.41
8.41
8.41
8.72
17.02
12.93
14.36
18.81
Somewhat Good
Very Good
Hybrid - Balanced Advantage
41,472
185.21 41,472
18
01 Feb' 94
-3.41
8.41
8.41
8.72
19.42
15.40
16.39
19.98
Somewhat Good
Very Good
Hybrid - Aggressive Hybrid Fund
29,408
131.97 29,408
11.5
06 Jan' 96
0.78
8.29
10.17
10.95
16.17
12.85
13.91
15.34
Very Good
Very Good
Hybrid - Balanced Advantage
27,798
34.86 27,798
10.4
30 Dec' 06
1.81
6.97
8.63
11.17
14.88
12.57
13.08
12.58
Very Good
Very Good
Equity - Multi Cap Fund
24,960
33.30 24,960
12.8
11 Sep' 09
-5.83
8.89
11.78
11.86
15.18
16.44
18.06
13.74
Very Good
Very Good
Hybrid - Aggressive Hybrid Fund
24,312
126.44 24,312
13.7
03 Nov' 99
-3.22
6.94
9.3
12.42
17.11
13.82
14.18
15.65
Very Good
Very Good
Equity - Multi Cap Fund
22,215
610.09 22,215
18.1
01 Jan' 95
-6.69
7.56
6.83
9.1
20.56
14.91
16.27
21.20
Risky
Somewhat Good
Equity - Large Cap Fund
21,585
36.98 21,585
10.1
20 Jan' 06
-6.87
5.31
9.22
10.6
17.41
12.80
12.73
12.58
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
21,151
51.05 21,151
12
06 Apr' 05
-3.39
4.8
4.59
6.13
16.81
11.28
11.47
11.28
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
21,151
51.05 21,151
15.2
11 Sep' 00
-3.39
4.8
4.59
6.13
19.19
16.14
16.34
17.28
Very Good
Not Good
Equity - Large Cap Fund
21,125
39.71 21,125
13
23 May' 08
-6.87
7.82
8.54
10.85
18.82
15.32
15.82
15.82
Somewhat Good
Very Good
Equity - Mid Cap Fund
20,893
48.68 20,893
13.9
25 Jun' 07
-17.18
3.4
9.69
13.5
25.30
20.64
21.02
20.27
Somewhat Good
Very Good
Equity - Large Cap Fund
20,584
208.22 20,584
19.6
30 Aug' 02
-9.21
5.05
7.75
10.03
18.18
14.46
16.18
17.46
Somewhat Good
Somewhat Good
Equity - Large Cap Fund
20,584
208.22 20,584
19.6
23 Sep' 02
-9.21
5.05
7.75
10.03
18.18
14.46
16.18
17.37
Somewhat Good
Somewhat Good
Equity - ELSS
18,953
43.18 18,953
16.4
29 Dec' 09
-5.51
9.54
11.65
15.15
18.12
19.49
21.28
16.71
Very Good
Somewhat Good
Equity - Large Cap Fund
17,095
455.26 17,095
18.1
03 Sep' 96
-5.05
7.92
7.12
9.01
18.33
14.07
15.61
20.80
Risky
Somewhat Good
Equity - Value Fund
15,372
134.24 15,372
18.9
16 Aug' 04
-11.85
2.8
6.78
11.92
25.94
18.94
19.54
18.96
Very Good
Not Good
Equity - Large Cap Fund
13,492
48.13 13,492
14.8
04 Apr' 08
-4.41
10.02
11.27
12.92
22.98
18.02
18.65
18.38
Somewhat Good
Very Good
Equity - Multi Cap Fund
12,413
24.35 12,413
18.2
28 Apr' 14
-10.21
7.61
14.54
NA
16.36
17.65
17.54
NA
Very Good
Very Good
Equity - Large Cap Fund
12,261
31.15 12,261
9.88
08 Aug' 07
-9.84
7.44
8.65
10.34
17.56
13.60
14.22
13.39
Somewhat Good
Somewhat 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