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 - Contra Fund
853
53.17 853
12.8
27 Jul' 05
6.09
15.52
11.52
10.97
17.03
12.31
12.06
12.01
Very Good
Somewhat Good
Equity - Contra Fund
3,929
47.98 3,929
13.7
11 Apr' 07
3.27
15.69
14.53
13.25
22.41
16.35
16.23
15.87
Somewhat Good
Very Good
Equity - Contra Fund
1,544
107.19 1,544
12.1
14 Jul' 99
-2.86
6.97
8.59
7.44
14.67
10.72
12.98
15.53
Risky
Not Good
Equity - Dividend Yield Fund
803
156.41 803
18.3
10 Feb' 03
-6.24
6.27
5.45
7.91
17.95
14.27
14.84
15.45
Somewhat Good
Not Good
Equity - Dividend Yield Fund
210
52.98 210
12
15 Oct' 04
1.87
15.38
10.54
10.35
17.36
12.03
11.43
11.10
Somewhat Good
Very Good
Equity - Dividend Yield Fund
966
46.26 966
12.4
18 May' 06
-2.18
11.7
9.8
10.98
18.03
13.52
13.13
13.17
Risky
Somewhat Good
Equity - Dividend Yield Fund
2,512
64.80 2,512
14.1
03 May' 05
3.73
11.47
8.35
9.14
16.48
13.17
13.37
13.26
Somewhat Good
Not Good
Equity - Dividend Yield Fund
190
16.57 190
10.4
16 May' 14
-1.49
10.5
8.64
NA
9.51
12.83
9.50
NA
Risky
Not Good
Equity - Dividend Yield Fund
112
10.11 112
2.16
21 Dec' 18
NA
NA
NA
NA
NA
NA
NA
NA
Very Good
NA
Equity - ELSS
477
38.84 477
10.6
05 Jan' 06
6.29
10.03
10.82
12.56
17.17
11.65
12.29
11.91
Somewhat Good
Not Good
Equity - ELSS
642
38.07 642
11.1
03 Oct' 06
-3.42
11.32
13.17
12.92
18.34
13.46
13.89
13.23
Somewhat Good
Not Good
Equity - ELSS
5,643
48.61 5,643
13.6
18 Jan' 07
8.34
13.35
13.17
12.83
19.77
15.28
15.29
14.81
Somewhat Good
Very Good
Equity - ELSS
35
31.80 35
9.1
20 Mar' 06
4.85
12.62
11.58
9.94
14.87
10.36
10.07
9.93
Somewhat Good
Not Good
Equity - ELSS
10
93.37 10
12.3
31 Mar' 00
4.35
11.7
16.84
7.69
13.59
8.05
8.16
10.52
Risky
Not Good
Equity - ELSS
3,421
54.04 3,421
13.5
27 Feb' 06
-1.06
12.15
11.53
11.48
19.09
14.87
14.43
14.55
Somewhat Good
Not Good
Equity - ELSS
4,070
571.94 4,070
22.1
10 Apr' 99
3.54
9.78
12.15
13.13
19.17
15.13
16.26
19.35
Somewhat Good
Somewhat Good
Equity - ELSS
1,480
368.30 1,480
21.5
02 Jan' 01
8.4
14.9
11.67
12.53
19.40
13.98
14.53
19.15
Somewhat Good
Somewhat Good
Equity - ELSS
7,545
530.66 7,545
18.6
31 Mar' 96
3.86
12.07
8.25
10.38
19.43
13.68
15.06
20.43
Somewhat Good
Not Good
Equity - ELSS
160
36.97 160
11.1
05 Jan' 07
2.16
11.03
10.19
11.44
17.96
13.78
13.94
13.36
Risky
Somewhat Good
Equity - ELSS
6,425
383.49 6,425
20.1
19 Aug' 99
7.91
11.78
10.61
12.7
21.46
15.12
15.95
20.52
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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