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 - Contra Fund
811
49.44 811
12
27 Jul' 05
-7.81
9.76
9.13
9.05
16.72
12.27
12.02
11.93
Very Good
Somewhat Good
Equity - Contra Fund
3,880
43.75 3,880
12.7
11 Apr' 07
-12.13
8.78
10.95
11.48
21.80
16.23
16.13
15.69
Somewhat Good
Very Good
Equity - Contra Fund
1,341
94.33 1,341
11.3
14 Jul' 99
-16.62
-0.32
4.13
5.23
14.17
10.45
12.51
15.28
Risky
Not Good
Equity - Dividend Yield Fund
726
145.21 726
17.6
10 Feb' 03
-17.37
0.38
3.1
5.83
17.19
14.02
14.54
15.26
Risky
Not Good
Equity - Dividend Yield Fund
188
48.33 188
11.2
15 Oct' 04
-12.78
7.94
7.85
7.99
17.16
12.08
11.38
11.03
Somewhat Good
Very Good
Equity - Dividend Yield Fund
910
43.47 910
11.7
18 May' 06
-9.27
6.24
6.86
9.12
17.89
13.39
13.02
13.04
Risky
Somewhat Good
Equity - Dividend Yield Fund
2,318
61.15 2,318
13.5
03 May' 05
-8.62
6.81
6.53
7.48
16.05
12.96
13.25
13.10
Somewhat Good
Not Good
Equity - Dividend Yield Fund
170
14.92 170
7.87
16 May' 14
-15.85
3.39
5.44
NA
8.64
12.22
7.85
NA
Risky
Not Good
Equity - Dividend Yield Fund
104
9.75 104
-3.67
21 Dec' 18
NA
NA
NA
NA
NA
NA
NA
NA
Very Good
NA
Equity - ELSS
449
36.84 449
10
05 Jan' 06
-3.05
5.5
8.06
11.02
17.19
11.73
12.22
11.90
Very Good
Not Good
Equity - ELSS
572
34.81 572
10.2
03 Oct' 06
-14.93
5.54
9.57
10.77
18.07
13.33
13.82
13.15
Somewhat Good
Not Good
Equity - ELSS
5,434
45.82 5,434
12.8
18 Jan' 07
-4.68
7.17
10.39
11.11
19.64
15.15
15.20
14.67
Somewhat Good
Very Good
Equity - ELSS
34
30.43 34
8.63
20 Mar' 06
-2.19
8.16
10.18
9.09
15.07
10.40
10.08
9.91
Somewhat Good
Not Good
Equity - ELSS
10
83.36 10
11.5
31 Mar' 00
-12.86
3.58
11.42
5.36
13.65
8.06
8.08
10.35
Risky
Not Good
Equity - ELSS
3,186
49.69 3,186
12.6
27 Feb' 06
-12.93
6.7
8.64
9.43
18.67
14.72
14.33
14.39
Somewhat Good
Not Good
Equity - ELSS
3,818
522.31 3,818
21.4
10 Apr' 99
-9.57
4.17
8.53
11.11
18.81
15.00
16.01
19.21
Somewhat Good
Not Good
Equity - ELSS
1,361
333.97 1,361
20.7
02 Jan' 01
-6.25
8.47
8.37
10.51
19.19
13.99
14.28
19.01
Somewhat Good
Somewhat Good
Equity - ELSS
6,979
466.79 6,979
17.8
31 Mar' 96
-12.28
4.33
4.84
7.87
19.00
13.61
14.64
20.13
Risky
Not Good
Equity - ELSS
147
33.83 147
10.1
05 Jan' 07
-11.23
5.05
7.18
9.45
17.56
13.64
13.81
13.21
Risky
Somewhat Good
Equity - ELSS
6,087
347.12 6,087
19.4
19 Aug' 99
-9.13
5.44
7.34
10.71
21.28
15.11
15.63
20.31
Somewhat 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