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
Hybrid - Balanced Advantage
2,905
52.72 2,905
9.14
25 Apr' 00
5.69
11.91
11.8
9.29
12.43
10.09
10.74
11.98
Very Good
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 - Thematic Fund - Other
484
53.26 484
9.06
15 Jan' 00
14.86
14.33
15.08
12.37
17.41
10.05
11.31
12.83
Very Good
Not Good
Equity - Dividend Yield Fund
828
158.97 828
18.6
10 Feb' 03
-4.3
8.42
10.2
9.18
17.93
14.24
15.01
15.62
Somewhat Good
Not Good
Hybrid - Balanced Hybrid Fund
77
11.60 77
5.41
28 Jun' 16
4.04
NA
NA
NA
4.82
NA
NA
NA
NA
NA
Hybrid - Balanced Hybrid Fund
48
10.29 48
14.3
04 Feb' 19
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
Equity - Mid Cap Fund
14
14.54 14
8.26
06 Aug' 14
-12.6
10.25
NA
NA
9.83
13.18
NA
NA
NA
NA
Equity - Mid Cap Fund
43
12.69 43
7.83
29 Feb' 16
-13.73
8.46
NA
NA
7.68
6.26
NA
NA
NA
NA
Equity - Large & Mid Cap Fund
5,610
398.90 5,610
16.8
24 Feb' 95
-0.3
12.77
16.4
11.58
18.14
13.04
13.83
15.49
Somewhat Good
Not 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
Hybrid - Aggressive Hybrid Fund
13,672
748.48 13,672
19.5
10 Feb' 95
1.94
10.8
13.86
11.72
17.27
14.53
15.66
17.59
Very Good
Very Good
Hybrid - Equity Savings
1,096
13.29 1,096
6.67
28 Nov' 14
2.55
8.33
NA
NA
7.09
8.10
NA
NA
Very Good
NA
Equity - Focused Fund
4,268
59.27 4,268
14.1
24 Oct' 05
7.51
12.99
14.08
12.46
17.20
13.34
13.78
13.66
Very Good
Somewhat Good
Equity - Large Cap Fund
22,175
224.09 22,175
20.5
30 Aug' 02
7.7
13.17
14.17
12.07
18.27
14.70
16.74
17.71
Somewhat Good
Somewhat 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
Index Funds - Nifty
142
113.38 142
15.8
18 Sep' 02
14.93
14.33
11.59
9.04
13.20
9.24
10.97
11.80
Very Good
NA
Equity - Thematic Fund - Other
988
81.82 988
16.6
05 Aug' 05
7.52
16.9
18.72
16.7
20.33
16.71
17.11
17.07
Very Good
Somewhat Good
Equity - Sectoral Fund - Infrastructure
601
31.79 601
9.22
17 Mar' 06
-9.19
10.98
13.31
7.39
16.31
10.67
10.12
10.08
Risky
Very Good
Equity - Sectoral Fund - Consumption
631
12.87 631
6.16
03 Feb' 15
-6.01
10.9
NA
NA
10.44
11.16
NA
NA
Somewhat Good
Not Good
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
*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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