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. (238 of 375 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
701
31.04 701
9.22
02 May' 06
-14.69
11.35
17.57
15.83
21.35
14.82
16.34
15.33
Risky
Not Good
Equity - Dividend Yield Fund
792
159.08 792
18.8
10 Feb' 03
-14.48
9.93
11.01
9.2
17.83
14.14
15.02
15.70
Risky
Not Good
Equity - Sectoral Fund - Infrastructure
553
31.95 553
9.38
17 Mar' 06
-21.11
11.32
14.46
7.08
16.07
10.52
10.10
10.15
Risky
Very Good
Equity - Mid Cap Fund
2,144
287.18 2,144
22.6
03 Oct' 02
-15.57
13.3
17.6
11.7
21.63
15.96
17.37
18.04
Risky
Somewhat Good
Equity - Small cap Fund
2,116
35.10 2,116
11.1
31 May' 07
-23.97
14.2
18.6
12.93
22.71
17.61
17.46
17.24
Risky
Very Good
Equity - Large & Mid Cap Fund
4,190
92.89 4,190
17.2
11 Mar' 05
-6.47
20.29
25.72
19.36
28.01
19.25
19.50
19.18
Risky
Very Good
Equity - Sectoral Fund - Infrastructure
111
44.49 111
11.9
02 Dec' 05
-18.01
9.3
15.36
8.49
15.92
11.85
11.65
11.83
Risky
Very Good
Equity - Sectoral Fund - Infrastructure
1,790
15.75 1,790
4.09
27 Sep' 07
-18.31
18.71
20.06
8.46
14.58
9.77
10.31
9.21
Risky
Very Good
Equity - Thematic Fund - Other
1,066
90.51 1,066
16.1
11 Jun' 04
-17.08
13.3
15.53
7.51
14.24
9.98
12.17
10.99
Risky
Not Good
Equity - Small cap Fund
4,672
55.04 4,672
15.6
14 Jun' 07
-23.85
11.85
21.98
17.22
29.30
23.39
23.31
22.66
Risky
Very Good
Equity - Small cap Fund
1
50.80 1
7.53
16 Oct' 96
-4.37
2.86
5.58
8.17
8.37
8.77
9.56
10.42
Risky
Not Good
Equity - Mid Cap Fund
11
56.85 11
10.1
26 Feb' 01
-6.11
7.71
9.79
8.36
8.79
7.13
7.56
8.30
Risky
Not Good
Equity - Large & Mid Cap Fund
2,593
79.89 2,593
16
02 Mar' 05
-5.18
11.36
14.66
11.9
18.34
13.85
14.93
14.80
Risky
Somewhat Good
Equity - Focused Fund
7,445
40.63 7,445
12.8
26 Jul' 07
-4.48
15.35
18.82
14.32
21.53
17.06
18.13
16.67
Risky
Somewhat Good
Equity - Sectoral Fund - TECk
246
161.64 246
14.5
22 Aug' 98
12.94
14.94
10.17
12.93
20.21
12.63
13.43
14.21
Risky
Very Good
Equity - Focused Fund
426
78.30 426
15.2
17 Sep' 04
-12.81
13.5
13.61
8.67
17.75
11.84
13.08
12.49
Risky
Not Good
Equity - Multi Cap Fund
20,465
670.54 20,465
18.9
01 Jan' 95
-1.88
19.38
15.25
11.93
20.12
14.71
16.87
21.73
Risky
Somewhat Good
Equity - Large Cap Fund
15,163
496.91 15,163
18.9
03 Sep' 96
1.09
19.07
14.6
11.34
17.96
14.01
16.29
21.37
Risky
Somewhat Good
Equity - Sectoral Fund - Infrastructure
100
17.76 100
4.54
23 Feb' 06
-37.41
3.98
10.68
2.67
10.51
5.41
5.36
5.17
Risky
Not Good
Equity - Multi Cap Fund
516
87.09 516
15.4
24 Feb' 04
-8.74
14.35
13.95
11.45
15.10
11.44
13.30
12.72
Risky
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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