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. (153 of 393 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
748
88.91 748
15.7
23 Sep' 04
4.33
7.76
8.07
11.05
15.54
11.63
12.95
12.70
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
393
29.04 393
7.37
23 Sep' 04
6.33
5.89
7.34
8.26
7.69
7.26
7.27
7.26
Very Good
Not Good
Equity - ELSS
447
37.54 447
10.1
05 Jan' 06
2.74
6.16
7.49
10.87
17.28
11.78
12.18
11.88
Very Good
Not Good
Index Funds - Nifty
130
108.91 130
15.1
18 Sep' 02
-2.29
8.3
6.53
7.35
13.52
9.30
10.45
11.63
Very Good
NA
Equity - Thematic Fund - Other
1,103
81.77 1,103
16
05 Aug' 05
1.14
8.84
12.78
13.53
20.53
16.78
17.01
16.90
Very Good
Somewhat Good
Hybrid - Conservative Hybrid Fund
2,004
39.28 2,004
9.34
22 May' 04
1.81
4.88
8.4
9.21
10.90
10.43
10.22
9.98
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
2,004
39.28 2,004
9.3
03 May' 04
1.81
4.88
8.4
9.21
10.90
10.43
10.22
9.98
Very Good
Not Good
Equity - Thematic Fund - MNC
3,434
721.03 3,434
16.4
27 Dec' 99
-8.24
5.43
11.19
14.75
25.21
20.14
20.31
21.22
Very Good
Somewhat Good
Hybrid - Aggressive Hybrid Fund
11,477
727.02 11,477
19
10 Feb' 95
-4.17
4.49
7.85
9.53
16.70
14.22
15.13
17.35
Very Good
Very Good
Equity - Focused Fund
4,039
57.46 4,039
13.4
24 Oct' 05
-1.98
6.51
7.87
10.64
17.24
13.40
13.59
13.51
Very Good
Somewhat Good
Hybrid - Aggressive Hybrid Fund
548
52.42 548
10.9
12 Sep' 03
-6.53
3.85
5.13
6.95
11.45
8.59
8.82
8.99
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
19
25.17 19
6.33
08 Sep' 04
13.99
7.27
7.89
7.7
6.97
6.43
6.17
6.18
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
2,341
155.00 2,341
10.8
01 Feb' 93
1.5
7.77
8.95
10.47
16.70
13.82
14.80
17.06
Very Good
Very Good
Hybrid - Conservative Hybrid Fund
199
57.85 199
7.56
31 Mar' 96
8.15
6
6.82
8.01
9.31
9.34
10.09
7.96
Very Good
Not Good
Equity - Multi Cap Fund
1,323
128.00 1,323
17.3
16 Sep' 03
-1.52
9.16
7.44
9.28
18.28
13.83
14.67
14.97
Very Good
Not Good
Hybrid - Conservative Hybrid Fund
41
35.83 41
6.87
03 Jul' 00
7.99
5.93
6.97
7.07
7.43
7.95
8.28
6.65
Very Good
Not Good
Hybrid - Aggressive Hybrid Fund
5,929
151.20 5,929
14.3
27 May' 99
2.61
6.86
9.5
9.13
15.03
12.77
13.75
16.33
Very Good
Somewhat Good
Equity - Multi Cap Fund
2,540
38.69 2,540
11.6
07 Jun' 07
1.76
8.27
8.32
9.11
17.80
13.53
13.34
13.14
Very Good
Somewhat Good
Hybrid - Conservative Hybrid Fund
248
35.78 248
8.7
11 Jun' 04
-0.2
3.05
5.82
7.58
8.47
8.91
9.23
9.15
Very Good
Not Good
Equity - Mid Cap Fund
5,921
51.98 5,921
13.7
14 Nov' 06
-4.34
5.98
10.47
11.48
24.97
18.37
17.91
17.62
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