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. (162 of 389 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 - Large Cap Fund
772
88.69 772
15.9
23 Sep' 04
5.93
8.44
9.97
11.98
15.55
11.68
13.02
12.74
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
400
28.92 400
7.44
23 Sep' 04
6.74
6.78
7.84
8.04
7.73
7.27
7.27
7.23
Very Good
Not Good
Equity - ELSS
471
37.77 471
10.3
05 Jan' 06
4.3
7.18
9.84
11.88
17.23
11.71
12.27
11.91
Very Good
Not Good
Index Funds - Nifty
144
111.20 144
15.4
18 Sep' 02
4.18
10.05
8.35
8.49
13.68
9.36
10.71
11.72
Very Good
NA
Equity - Thematic Fund - Other
1,090
80.22 1,090
16.1
05 Aug' 05
2.53
11.03
14.45
15.02
20.68
16.86
17.08
17.01
Very Good
Somewhat Good
Hybrid - Conservative Hybrid Fund
2,151
39.30 2,151
9.47
22 May' 04
2.52
6.62
9.41
9.65
11.16
10.49
10.24
10.00
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
2,151
39.30 2,151
9.43
03 May' 04
2.52
6.62
9.41
9.65
11.16
10.49
10.24
10.00
Very Good
Not Good
Equity - Thematic Fund - MNC
3,644
697.99 3,644
16.4
27 Dec' 99
-4.64
4.83
12.71
14.96
25.73
20.22
20.47
21.26
Very Good
Somewhat Good
Hybrid - Aggressive Hybrid Fund
12,663
734.46 12,663
19.2
10 Feb' 95
0.66
6.55
9.43
10.66
17.21
14.45
15.39
17.49
Very Good
Very Good
Hybrid - Aggressive Hybrid Fund
616
53.70 616
11.2
12 Sep' 03
-2.07
6.16
6.64
8.04
11.50
8.63
8.99
9.04
Very Good
Not Good
Equity - Multi Cap Fund
809
95.08 809
15.3
12 Sep' 03
-0.23
6.61
7.44
7.26
14.49
11.13
12.63
12.37
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
15
25.15 15
6.44
08 Sep' 04
13.66
8.19
8.34
7.93
6.77
6.35
6.14
6.13
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
2,316
156.29 2,316
11
01 Feb' 93
5.07
10.14
10.86
11.42
17.03
13.90
15.06
17.19
Very Good
Very Good
Hybrid - Conservative Hybrid Fund
198
57.43 198
7.59
31 Mar' 96
8.25
6.77
7.33
8.19
9.50
9.48
10.23
7.26
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
41
35.69 41
6.92
03 Jul' 00
8.78
6.74
7.57
7.23
7.44
8.07
8.34
6.61
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
6,230
148.46 6,230
14.4
27 May' 99
3.82
8.6
11.05
9.94
15.21
12.94
13.97
16.49
Very Good
Somewhat Good
Equity - Multi Cap Fund
2,648
37.88 2,648
11.7
07 Jun' 07
3.43
10.29
9.95
10.22
18.02
13.64
13.44
13.34
Very Good
Somewhat Good
Hybrid - Conservative Hybrid Fund
274
35.58 274
8.78
11 Jun' 04
-1.3
4.22
6.35
7.62
8.72
9.04
9.32
9.19
Very Good
Not Good
Equity - Mid Cap Fund
6,302
51.87 6,302
13.9
14 Nov' 06
-0.99
8.4
12.77
13.04
25.30
18.59
18.05
17.88
Very Good
Very Good
Hybrid - Aggressive Hybrid Fund
163
66.71 163
13.1
05 Feb' 04
-0.24
5.51
6.58
6.52
12.86
9.57
11.71
11.27
Very 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