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. (180 of 400 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
742
154.13 742
17.8
10 Feb' 03
1.79
0.95
3.42
5.5
16.42
13.78
14.21
15.06
Risky
Not Good
Equity - Sectoral Fund - Infrastructure
516
29.24 516
8.2
17 Mar' 06
1.99
0.43
4.45
4.73
15.63
10.30
9.88
9.65
Risky
Very Good
Equity - Mid Cap Fund
2,296
265.93 2,296
21.2
03 Oct' 02
0.66
0.36
8.35
8.87
21.04
15.67
16.52
17.49
Risky
Not Good
Equity - Multi Cap Fund
11,247
717.96 11,247
22.4
27 Aug' 98
10.33
6.04
10.76
10.38
18.91
13.95
14.82
18.72
Risky
Somewhat Good
Equity - Small cap Fund
2,237
30.35 2,237
9.26
31 May' 07
-5.48
-2.18
8.03
8.93
22.25
16.74
16.97
16.17
Risky
Very Good
Equity - Thematic Fund - Other
455
51.64 455
8.65
15 Jan' 00
3.74
13.66
10.42
10.29
18.07
10.79
11.07
13.11
Risky
Not Good
Equity - Sectoral Fund - Infrastructure
112
44.22 112
11.3
02 Dec' 05
11.98
2.24
6.35
6.71
15.72
11.44
11.41
11.33
Risky
Very Good
Equity - Sectoral Fund - Infrastructure
1,766
15.32 1,766
3.59
27 Sep' 07
1.79
6.48
10.03
6.88
15.33
9.81
10.39
8.96
Risky
Very Good
Equity - Thematic Fund - Other
1,078
91.25 1,078
15.4
11 Jun' 04
12.49
5.87
9.07
6.18
14.47
9.83
11.42
10.64
Risky
Not Good
Equity - Small cap Fund
4,773
50.61 4,773
13.9
14 Jun' 07
-4.47
-1.81
9.98
12.06
29.57
22.10
22.56
21.18
Risky
Very Good
Equity - Multi Cap Fund
8
186.06 8
17
20 Mar' 01
10.61
9.16
11.08
8.9
17.81
11.84
12.26
14.50
Risky
Not Good
Equity - Large & Mid Cap Fund
4
37.25 4
10.8
11 Dec' 06
7.53
4.99
13.59
9.72
17.56
14.07
13.96
13.57
Risky
Not Good
Equity - Small cap Fund
2
39.81 2
6.18
16 Oct' 96
-21.03
-6
0.14
4.74
7.20
8.07
8.96
10.52
Risky
Not Good
Equity - Sectoral Fund - Infrastructure
2
8.83 2
-1.02
26 Aug' 07
15.88
6.16
5.8
-0.7
7.54
1.18
1.01
0.12
Risky
Not Good
Equity - Mid Cap Fund
11
53.97 11
9.45
26 Feb' 01
0.94
4.99
6.26
7.18
8.83
7.38
7.53
8.26
Risky
Not Good
Equity - Large & Mid Cap Fund
1,341
46.24 1,341
12.1
22 May' 06
6.64
5.97
7.82
9.6
18.65
13.99
14.01
13.79
Risky
Somewhat Good
Equity - Large & Mid Cap Fund
2,565
77.42 2,565
15
02 Mar' 05
6.52
4.71
7.29
9.14
18.01
13.82
14.60
14.37
Risky
Not Good
Equity - Focused Fund
8,354
40.27 8,354
12
26 Jul' 07
15.12
7.34
10.15
12.27
22.08
16.63
17.74
16.16
Risky
Somewhat Good
Equity - Small cap Fund
7,005
49.01 7,005
12.2
13 Jan' 06
-1.84
-0.07
8.48
13.11
25.44
19.00
18.80
18.35
Risky
Very Good
Equity - Sectoral Fund - TECk
243
159.09 243
14.3
22 Aug' 98
11.77
13.18
13.39
12.85
21.64
13.73
13.52
14.96
Risky
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