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 - Mid Cap Fund
37
10.25 37
0.68
29 Feb' 16
-29.84
-7.23
NA
NA
3.91
1.88
NA
NA
NA
NA
Equity - Large Cap Fund
134
11.08 134
5.76
25 Oct' 17
3.55
NA
NA
NA
6.15
NA
NA
NA
NA
NA
Hybrid - Balanced Hybrid Fund
24
11.55 24
3.73
16 Sep' 15
-10.53
1.67
NA
NA
6.43
6.24
NA
NA
NA
NA
Equity - Mid Cap Fund
348
6.53 348
-21.23
10 Nov' 17
-20.75
NA
NA
NA
-14.42
NA
NA
NA
NA
NA
Equity - ELSS
42
38.40 42
14.5
26 Sep' 09
-14.48
6.47
9.36
13.72
17.88
18.95
20.71
16.17
NA
NA
Index Funds - Nifty
126
106.53 126
15
18 Sep' 02
-6.13
7.82
6.57
7.56
13.55
9.30
10.58
11.68
Very Good
NA
Equity - Sectoral Fund - Infrastructure
3,102
8.59 3,102
-8.48
06 Dec' 17
-10.15
NA
NA
NA
-4.87
NA
NA
NA
NA
NA
Hybrid - Aggressive Hybrid Fund
6
24.58 6
9.37
11 Aug' 09
-4.47
5.77
7.56
7.73
9.83
10.00
11.47
8.99
Very Good
Not Good
Equity - Mid Cap Fund
52
8.03 52
-11.78
23 Nov' 17
-17.05
NA
NA
NA
-6.73
NA
NA
NA
NA
NA
Index Funds - Nifty
1
20.23 1
7.95
10 Jun' 10
-6.77
7.95
6.48
7.48
9.23
10.30
10.34
8.35
Somewhat Good
NA
Hybrid - Balanced Hybrid Fund
28
13.21 28
7.5
19 Oct' 15
0.61
6.32
NA
NA
8.28
8.17
NA
NA
NA
NA
Equity - Multi Cap Fund
490
7.51 490
-17.9
12 Mar' 18
-28.07
NA
NA
NA
-18.27
NA
NA
NA
NA
NA
Hybrid - Balanced Hybrid Fund
36
10.51 36
3.11
09 Jan' 18
3.75
NA
NA
NA
4.47
NA
NA
NA
NA
NA
Equity - Small cap Fund
57
11.40 57
3.51
05 Nov' 15
-21.43
-1.09
NA
NA
9.84
7.78
NA
NA
NA
NA
Hybrid - Balanced Hybrid Fund
39
11.08 39
7.06
21 Feb' 18
7.57
NA
NA
NA
7.92
NA
NA
NA
NA
NA
Equity - Thematic Fund - Other
46
9.45 46
-12.25
19 Mar' 19
NA
NA
NA
NA
NA
NA
NA
NA
Very Good
NA
Hybrid - Balanced Hybrid Fund
2,515
10.60 2,515
3.45
05 Dec' 17
5.47
NA
NA
NA
4.08
NA
NA
NA
NA
NA
Equity - ELSS
254
11.72 254
4.77
30 Mar' 16
-18.04
1.98
NA
NA
9.65
8.12
NA
NA
NA
NA
Equity - ELSS
294
9.49 294
-3.64
27 Mar' 18
-6.04
NA
NA
NA
-0.47
NA
NA
NA
NA
NA
Hybrid - Balanced Hybrid Fund
26
11.83 26
4.96
04 Mar' 16
-7.51
3.05
NA
NA
6.30
5.92
NA
NA
NA
NA
*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