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 - ELSS
2,208
16.73 2,208
15.1
28 Dec' 15
-4.24
12.89
NA
NA
19.28
18.77
NA
NA
Somewhat Good
NA
Equity - Large Cap Fund
158
33.95 158
12.6
20 May' 09
-8.88
7.62
8.78
10.05
12.86
12.91
14.24
12.16
Very Good
Somewhat Good
Equity - Sectoral Fund - Infrastructure
1,195
37.51 1,195
14.2
04 Sep' 09
-8.45
5.19
10.24
12.73
17.95
19.68
22.24
14.98
Risky
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
Equity - Thematic Fund - Other
319
36.77 319
14
14 Sep' 09
-8.83
8.9
12.34
11.29
15.80
15.94
17.15
14.25
Very Good
Somewhat Good
Equity - Thematic Fund - Other
416
15.15 416
12
28 Dec' 15
-1.17
16.26
NA
NA
18.42
14.22
NA
NA
Very Good
NA
Equity - Small cap Fund
2,255
47.68 2,255
17
09 Sep' 09
-14.11
10.45
17.11
17.02
22.44
24.50
27.52
18.91
Risky
Very Good
Equity - Sectoral Fund - Consumption
1,280
15.92 1,280
13.6
28 Dec' 15
-17.47
12.88
NA
NA
21.68
18.43
NA
NA
Somewhat Good
NA
Equity - Sectoral Fund - Pharma & Health Care
168
8.63 168
-3.95
28 Dec' 15
-8.29
-3.12
NA
NA
-2.60
-3.04
NA
NA
Very Good
NA
Equity - Thematic Fund - Other
1,066
78.95 1,066
15.8
05 Aug' 05
-6.93
8.34
13.21
13.6
20.52
16.80
17.04
16.95
Very Good
Somewhat Good
Equity - Sectoral Fund - Infrastructure
524
27.15 524
7.71
17 Mar' 06
-19.53
-0.58
3.2
4.5
16.16
10.51
9.98
9.82
Risky
Very Good
Equity - Large Cap Fund
212
23.63 212
10
20 Aug' 10
-5.86
8.34
8.1
10
11.72
12.77
12.80
10.05
Somewhat Good
Somewhat Good
Equity - Thematic Fund - MNC
3,426
683.21 3,426
16.1
27 Dec' 99
-12.6
3.63
10.83
14.43
25.40
20.16
20.38
21.24
Very Good
Somewhat Good
Hybrid - Aggressive Hybrid Fund
301
11.60 301
6.43
07 Apr' 17
0.52
NA
NA
NA
4.99
NA
NA
NA
Very Good
NA
Equity - Large Cap Fund
6,501
28.58 6,501
11.5
05 Jan' 10
-0.63
12.17
10.32
10.89
12.45
13.57
14.14
11.80
Very Good
Somewhat 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 - Small cap Fund
2,174
28.16 2,174
8.72
31 May' 07
-27.22
-2.33
7.77
8.65
22.82
17.05
17.17
16.50
Risky
Very 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 - Focused Fund
4,101
55.51 4,101
13.2
24 Oct' 05
-7.84
5.69
7.87
10.66
17.34
13.42
13.63
13.56
Somewhat Good
Somewhat Good
Hybrid - Aggressive Hybrid Fund
2,298
151.85 2,298
10.8
01 Feb' 93
-2.77
7.55
9.32
10.53
16.82
13.85
14.93
17.13
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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Puchho Befikar