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. (107 of 394 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
5,446
413.38 5,446
24.3
19 Jul' 02
-17.81
1.22
9.21
11.36
24.20
18.26
19.42
21.19
Risky
Somewhat Good
Equity - Large & Mid Cap Fund
2,051
93.76 2,051
23.1
12 Nov' 08
-15.83
5.62
11.73
12.19
25.86
20.54
22.69
19.72
Somewhat Good
Somewhat Good
Equity - Multi Cap Fund
10,694
664.68 10,694
22.1
27 Aug' 98
-10.59
5.9
9.53
10.14
19.22
14.06
15.14
18.91
Risky
Somewhat Good
Equity - Sectoral Fund - Banks & Financial Services
2,924
250.47 2,924
21.9
26 May' 03
-12.84
8.56
10.45
10.37
23.41
18.82
19.44
19.59
Risky
Not Good
Equity - ELSS
3,818
522.31 3,818
21.4
10 Apr' 99
-9.57
4.17
8.53
11.11
18.81
15.00
16.01
19.21
Somewhat Good
Not Good
Equity - Mid Cap Fund
6,257
1020.04 6,257
21.4
08 Oct' 95
-9.88
5.18
8.73
8.46
18.58
13.89
15.55
22.23
Risky
Not Good
Equity - Mid Cap Fund
2,220
247.25 2,220
20.9
03 Oct' 02
-20.43
-0.11
7.99
8.58
21.70
15.94
16.88
17.66
Risky
Not Good
Equity - ELSS
1,361
333.97 1,361
20.7
02 Jan' 01
-6.25
8.47
8.37
10.51
19.19
13.99
14.28
19.01
Somewhat Good
Somewhat Good
Equity - Small cap Fund
517
28.19 517
19.8
29 Nov' 13
1.22
8.9
12.04
NA
18.86
16.10
17.87
NA
Risky
Not Good
Equity - Large Cap Fund
655
201.91 655
19.7
10 Dec' 02
-6.5
7.91
7.17
7.74
12.82
9.74
11.13
12.84
Somewhat Good
Not Good
Equity - Large Cap Fund
20,584
208.22 20,584
19.6
23 Sep' 02
-9.21
5.05
7.75
10.03
18.18
14.46
16.18
17.37
Somewhat Good
Somewhat Good
Equity - Large Cap Fund
2,353
190.37 2,353
19.6
10 Mar' 03
-10.72
3.88
5.24
7.58
14.37
11.76
13.85
14.99
Somewhat Good
Not Good
Equity - Large Cap Fund
20,584
208.22 20,584
19.6
30 Aug' 02
-9.21
5.05
7.75
10.03
18.18
14.46
16.18
17.46
Somewhat Good
Somewhat Good
Equity - Large & Mid Cap Fund
7,499
50.45 7,499
19.4
09 Jul' 10
-3.04
11.61
16.7
18.3
23.28
26.16
27.28
19.07
Somewhat Good
Very Good
Equity - ELSS
6,087
347.12 6,087
19.4
19 Aug' 99
-9.13
5.44
7.34
10.71
21.28
15.11
15.63
20.31
Somewhat Good
Not Good
Equity - Large Cap Fund
1,303
220.30 1,303
19.2
05 Feb' 03
-7.78
5.88
8.15
8.74
14.75
11.36
13.10
14.22
Somewhat Good
Not Good
Equity - Focused Fund
4,984
133.32 4,984
19
11 Oct' 04
-4.12
8.85
11.15
13.71
25.12
16.81
16.88
16.74
Somewhat Good
Somewhat Good
Hybrid - Aggressive Hybrid Fund
11,790
707.67 11,790
18.9
10 Feb' 95
-8.73
3.78
8.14
9.52
16.89
14.32
15.26
17.42
Very Good
Very Good
Equity - Mid Cap Fund
6,686
869.20 6,686
18.9
01 Dec' 93
-12.46
3.77
10.64
12.99
24.39
17.57
17.28
20.93
Somewhat Good
Not Good
Equity - Value Fund
15,372
134.24 15,372
18.9
16 Aug' 04
-11.85
2.8
6.78
11.92
25.94
18.94
19.54
18.96
Very Good
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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Puchho Befikar