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. (200 of 383 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
735
32.00 735
9.3
02 May' 06
-2.2
9.7
13.33
15.72
22.22
14.72
16.32
15.32
Risky
Not Good
Equity - Sectoral Fund - Infrastructure
580
33.04 580
9.48
17 Mar' 06
-1.73
11.38
8.98
8.32
16.59
10.79
10.12
10.04
Risky
Very Good
Equity - Mid Cap Fund
2,343
286.22 2,343
22.3
03 Oct' 02
-5.72
10.46
13.69
12.16
22.20
16.24
17.35
17.91
Risky
Not Good
Equity - Small cap Fund
2,374
35.00 2,374
10.9
31 May' 07
-12.91
11.1
14.38
13.3
23.22
17.48
17.43
16.99
Risky
Very Good
Equity - Large & Mid Cap Fund
4,675
94.90 4,675
17.1
11 Mar' 05
2.91
17.53
19.58
19.03
28.86
19.85
19.55
19.16
Risky
Very Good
Equity - Sectoral Fund - Infrastructure
117
45.95 117
12
02 Dec' 05
-1.9
9.37
9.38
9
16.46
12.05
11.65
11.71
Risky
Very Good
Equity - Sectoral Fund - Infrastructure
1,868
16.35 1,868
4.3
27 Sep' 07
-3.14
17.53
12.78
9.66
15.33
9.89
10.43
9.19
Risky
Very Good
Equity - Mid Cap Fund
4,503
131.73 4,503
19
09 Aug' 04
-5.97
15.64
17.32
15.59
25.55
18.06
17.82
16.87
Risky
Somewhat Good
Equity - Thematic Fund - Other
1,156
95.67 1,156
16.3
11 Jun' 04
3.01
15.22
10.43
9.08
14.80
10.22
12.18
10.91
Risky
Not Good
Equity - Small cap Fund
5,090
55.61 5,090
15.4
14 Jun' 07
-9.8
8.83
18.1
16.04
29.92
23.11
23.23
22.29
Risky
Very Good
Equity - Multi Cap Fund
7
185.25 7
17.4
20 Mar' 01
6.28
13.42
14.86
11.06
17.87
11.75
12.79
14.74
Risky
Not Good
Equity - Large & Mid Cap Fund
4
36.76 4
11
11 Dec' 06
0.46
10.71
16.77
12.74
17.86
14.44
14.00
13.90
Risky
Not Good
Equity - Small cap Fund
2
46.79 2
7.06
16 Oct' 96
-7.36
0.87
4.32
7.27
8.28
8.67
9.45
10.48
Risky
Not Good
Equity - Mid Cap Fund
12
55.33 12
9.82
26 Feb' 01
-1.11
7.13
9.12
8.37
9.05
7.30
7.62
8.30
Risky
Not Good
Equity - ELSS
10
95.01 10
12.5
31 Mar' 00
8.29
13.1
17.56
8.48
13.29
7.96
8.18
10.59
Risky
Not Good
Equity - Large & Mid Cap Fund
1,398
47.13 1,398
12.7
22 May' 06
-3.16
12.59
11.2
12.47
19.22
14.17
14.31
14.13
Risky
Somewhat Good
Equity - Large & Mid Cap Fund
2,708
79.95 2,708
15.7
02 Mar' 05
1.19
9.98
11.44
12.5
18.86
14.08
14.89
14.71
Risky
Somewhat Good
Equity - Focused Fund
460
79.10 460
15.1
17 Sep' 04
2.58
12.01
8.54
9.48
18.36
12.20
13.04
12.38
Risky
Not Good
Equity - Multi Cap Fund
22,376
691.33 22,376
18.9
01 Jan' 95
14.39
18.48
11.34
12.71
20.83
15.03
16.81
21.61
Risky
Somewhat Good
Equity - Large Cap Fund
16,705
510.21 16,705
18.9
03 Sep' 96
16.52
18.21
10.97
12.27
18.63
14.27
16.18
21.24
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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