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. (196 of 386 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 - Focused Fund
949
10.68 949
74.8
14 May' 19
NA
NA
NA
NA
NA
NA
NA
NA
Very Good
NA
Equity - Multi Cap Fund
19
10.42 19
43
15 May' 19
NA
NA
NA
NA
NA
NA
NA
NA
Very Good
NA
Index Funds - Nifty
18
10.95 18
30.3
21 Feb' 19
NA
NA
NA
NA
NA
NA
NA
NA
Somewhat Good
NA
Equity - Small cap Fund
299
10.94 299
26.6
07 Feb' 19
NA
NA
NA
NA
NA
NA
NA
NA
Risky
NA
Equity - Mid Cap Fund
6,090
457.99 6,090
25.3
19 Jul' 02
-6.45
8.87
12.66
14.07
24.68
18.41
19.83
21.38
Risky
Somewhat Good
Equity - Large & Mid Cap Fund
2,236
103.21 2,236
24.6
12 Nov' 08
-2.2
14.06
15.64
14.71
26.55
20.86
22.99
20.39
Somewhat Good
Somewhat Good
Equity - Sectoral Fund - Banks & Financial Services
3,203
293.83 3,203
23.4
26 May' 03
9.92
19.21
14.63
14.6
24.16
19.19
19.73
19.77
Somewhat Good
Not Good
Equity - Multi Cap Fund
11,299
723.20 11,299
22.8
27 Aug' 98
3.12
13.81
12.17
12.28
19.53
14.20
15.47
19.07
Risky
Not Good
Equity - ELSS
4,070
571.94 4,070
22.1
10 Apr' 99
3.54
9.78
12.15
13.13
19.17
15.13
16.26
19.35
Somewhat Good
Somewhat Good
Equity - Mid Cap Fund
2,434
280.44 2,434
22
03 Oct' 02
-6.51
8.37
11.36
11.35
22.24
16.21
17.21
17.83
Risky
Not Good
Equity - Sectoral Fund - Banks & Financial Services
1,864
29.83 1,864
21.8
14 Dec' 13
5.41
17.03
16.77
NA
21.49
21.54
20.56
NA
Somewhat Good
Not Good
Equity - Mid Cap Fund
6,858
1119.45 6,858
21.8
08 Oct' 95
4.05
12.32
11.45
10.48
18.86
14.12
15.98
22.61
Risky
Not Good
Equity - Sectoral Fund - Banks & Financial Services
310
19.84 310
21.6
28 Dec' 15
11.84
20.39
NA
NA
20.21
20.92
NA
NA
Very Good
NA
Equity - ELSS
1,480
368.30 1,480
21.5
02 Jan' 01
8.4
14.9
11.67
12.53
19.40
13.98
14.53
19.15
Somewhat Good
Somewhat Good
Equity - Small cap Fund
402
28.86 402
20.9
29 Nov' 13
8.62
12.83
14.01
NA
19.49
16.58
19.24
NA
Risky
Not Good
Equity - Sectoral Fund - Banks & Financial Services
5
76.38 5
20.8
16 Sep' 08
19.44
21.03
13.6
12.29
22.94
14.35
14.48
16.02
Somewhat Good
Not Good
Equity - Large & Mid Cap Fund
7,617
54.07 7,617
20.7
09 Jul' 10
12.04
18.36
20.46
NA
23.78
26.56
27.68
NA
Somewhat Good
Very Good
Equity - Multi Cap Fund
13,635
26.32 13,635
20.6
28 Apr' 14
-0.42
13.9
17.97
NA
17.36
18.40
19.30
NA
Very Good
Very Good
Equity - Large Cap Fund
2,848
210.90 2,848
20.6
10 Mar' 03
5.36
10.99
8.45
9.48
14.78
12.02
14.25
15.15
Very Good
Not Good
Equity - Large Cap Fund
22,002
226.33 22,002
20.4
23 Sep' 02
5.05
11.23
10.65
11.92
18.61
14.69
16.53
17.51
Somewhat Good
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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