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. (241 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 - Small cap Fund
185
10.97 185
56.9
07 Feb' 19
NA
NA
NA
NA
NA
NA
NA
NA
Risky
NA
Index Funds - Nifty Next 50
30
10.75 30
54.1
21 Feb' 19
NA
NA
NA
NA
NA
NA
NA
NA
Somewhat Good
NA
Index Funds - Nifty
16
10.73 16
52.4
21 Feb' 19
NA
NA
NA
NA
NA
NA
NA
NA
Somewhat Good
NA
Equity - Thematic Fund - Other
1,552
10.91 1,552
38.3
15 Jan' 19
NA
NA
NA
NA
NA
NA
NA
NA
Risky
NA
Equity - Mid Cap Fund
6,158
462.02 6,158
25.7
19 Jul' 02
-6.58
12.3
18.99
14.77
24.43
18.27
20.07
21.53
Risky
Somewhat Good
Equity - Large & Mid Cap Fund
2,192
102.71 2,192
25
12 Nov' 08
0.3
17.05
21.08
15.07
27.05
21.01
23.18
20.99
Somewhat Good
Somewhat Good
Equity - Thematic Fund - Other
43
10.21 43
24.2
19 Mar' 19
NA
NA
NA
NA
NA
NA
NA
NA
Very Good
NA
Equity - Sectoral Fund - Banks & Financial Services
3,061
279.95 3,061
23.3
26 May' 03
12.22
21.75
19.41
15.3
23.94
19.21
19.87
19.89
Somewhat Good
Somewhat Good
Equity - Multi Cap Fund
11,019
722.65 11,019
23
27 Aug' 98
6.16
16.35
17.96
12.51
19.06
14.05
15.67
19.17
Somewhat Good
Not Good
Equity - ELSS
19
10.50 19
22.4
25 Jan' 19
NA
NA
NA
NA
NA
NA
NA
NA
Very Good
NA
Equity - Mid Cap Fund
2,560
285.25 2,560
22.4
03 Oct' 02
-3.9
12.46
18.24
11.91
21.93
16.12
17.39
17.97
Risky
Somewhat Good
Equity - ELSS
4,025
567.63 4,025
22.3
10 Apr' 99
8.39
11.7
15.65
13.29
18.79
15.02
16.39
19.42
Somewhat Good
Somewhat Good
Equity - Mid Cap Fund
6,745
1110.76 6,745
21.9
08 Oct' 95
3.44
15.43
17.1
10.97
18.45
14.04
16.29
22.91
Risky
Not Good
Equity - Sectoral Fund - Banks & Financial Services
1,759
28.88 1,759
21.9
14 Dec' 13
11.93
22.02
21.3
NA
21.97
21.82
21.81
NA
Somewhat Good
Somewhat Good
Equity - ELSS
1,482
358.35 1,482
21.6
02 Jan' 01
9.91
16.79
15.27
13.15
18.84
13.70
14.65
19.26
Somewhat Good
Somewhat Good
Equity - Sectoral Fund - Consumption
347
11.28 347
21.4
10 Sep' 18
NA
NA
NA
NA
NA
NA
NA
NA
Somewhat Good
NA
Equity - Multi Cap Fund
13,520
26.03 13,520
21.1
28 Apr' 14
-1.22
16.1
NA
NA
18.04
18.77
21.18
NA
Somewhat Good
Very Good
Equity - Large & Mid Cap Fund
7,162
52.86 7,162
20.8
09 Jul' 10
12.29
21.47
25.47
NA
24.03
26.80
27.95
NA
Somewhat Good
Very Good
Equity - Small cap Fund
294
27.53 294
20.6
29 Nov' 13
0.73
13.23
19.53
NA
19.91
16.85
20.57
NA
Risky
Not Good
Equity - Large Cap Fund
22,175
224.09 22,175
20.6
23 Sep' 02
7.7
13.17
14.17
12.07
18.27
14.70
16.74
17.63
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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