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. (187 of 388 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 - Dividend Yield Fund
782
154.48 782
18.1
10 Feb' 03
-6.23
3.48
4.84
7.32
17.64
14.18
14.71
15.36
Risky
Not Good
Equity - Sectoral Fund - Infrastructure
593
31.05 593
8.88
17 Mar' 06
-2.73
4.98
6.14
6.56
16.49
10.68
10.06
9.93
Risky
Very Good
Equity - Mid Cap Fund
2,375
279.01 2,375
22
03 Oct' 02
-5.6
6.06
10.9
10.8
22.08
16.12
17.07
17.76
Risky
Not Good
Equity - Multi Cap Fund
11,223
723.18 11,223
22.7
27 Aug' 98
4.6
11.33
11.6
11.79
19.46
14.17
15.32
19.01
Risky
Not Good
Equity - Small cap Fund
2,366
32.57 2,366
10.1
31 May' 07
-12.54
4.78
10.72
11.07
23.17
17.25
17.29
16.71
Risky
Very Good
Equity - Sectoral Fund - Infrastructure
121
45.05 121
11.7
02 Dec' 05
2.04
4.97
7.51
8.04
16.42
11.88
11.59
11.59
Risky
Very Good
Equity - Sectoral Fund - Infrastructure
1,866
15.47 1,866
3.79
27 Sep' 07
-4.27
10.65
10.22
7.98
15.56
9.92
10.44
9.14
Risky
Very Good
Equity - Mid Cap Fund
5,026
128.29 5,026
18.6
09 Aug' 04
-6.32
10.57
14.13
13.91
25.53
18.12
17.77
16.80
Risky
Somewhat Good
Equity - Thematic Fund - Other
1,201
92.74 1,201
15.9
11 Jun' 04
6.74
8.85
8.84
7.61
14.87
10.12
11.99
10.83
Risky
Not Good
Equity - Small cap Fund
5,131
52.80 5,131
14.8
14 Jun' 07
-6.3
3.09
13.53
13.85
30.11
22.77
23.02
21.89
Risky
Very Good
Equity - Large & Mid Cap Fund
5
36.46 5
10.8
11 Dec' 06
-0.11
7.49
14.61
11.63
17.95
14.32
14.02
13.81
Risky
Not Good
Equity - Small cap Fund
2
44.40 2
6.75
16 Oct' 96
-13.4
-1.41
2.92
6.4
8.02
8.50
9.30
10.52
Risky
Not Good
Equity - Mid Cap Fund
11
53.62 11
9.58
26 Feb' 01
-5.78
5.22
7.52
7.71
9.11
7.36
7.60
8.30
Risky
Not Good
Equity - Large & Mid Cap Fund
1,390
46.23 1,390
12.3
22 May' 06
-3.12
8.25
9.59
11.12
19.18
14.13
14.22
14.03
Risky
Somewhat Good
Equity - Large & Mid Cap Fund
2,696
79.48 2,696
15.5
02 Mar' 05
0.91
6.72
9.88
11.13
18.80
14.04
14.81
14.61
Risky
Somewhat Good
Equity - Focused Fund
8,652
42.15 8,652
12.7
26 Jul' 07
13.37
10.55
14.14
14.44
22.60
16.91
18.04
16.48
Risky
Somewhat Good
Equity - Small cap Fund
7,369
51.63 7,369
12.9
13 Jan' 06
-8.47
5.03
12.35
15.28
26.19
19.11
19.12
18.63
Risky
Very Good
Equity - Sectoral Fund - TECk
245
161.25 245
14.5
22 Aug' 98
11.77
13.18
13.39
12.85
21.72
13.39
13.55
14.71
Risky
Very Good
Equity - Focused Fund
495
78.03 495
14.8
17 Sep' 04
4.07
7.5
7.39
8.05
18.35
12.24
12.96
12.27
Risky
Not Good
Equity - Multi Cap Fund
23,688
683.34 23,688
18.8
01 Jan' 95
14.71
12.54
10.01
11.32
20.88
15.02
16.48
21.37
Risky
Somewhat 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