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
Hybrid - Balanced Advantage
2,803
53.51 2,803
9.14
25 Apr' 00
7.26
10.32
9.53
9.15
12.83
10.21
10.67
12.01
Very Good
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 - Thematic Fund - Other
472
53.09 472
8.96
15 Jan' 00
7.36
12.84
13.55
12.06
18.15
10.37
11.32
12.97
Somewhat Good
Not Good
Equity - Dividend Yield Fund
803
156.41 803
18.3
10 Feb' 03
-6.24
6.27
5.45
7.91
17.95
14.27
14.84
15.45
Somewhat Good
Not Good
Hybrid - Balanced Hybrid Fund
78
11.70 78
5.38
28 Jun' 16
3.91
NA
NA
NA
4.75
5.37
NA
NA
NA
NA
Hybrid - Balanced Hybrid Fund
49
10.54 49
14.5
04 Feb' 19
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
Equity - Mid Cap Fund
13
14.22 13
7.46
06 Aug' 14
-10.9
5.04
NA
NA
9.05
12.52
NA
NA
NA
NA
Equity - Mid Cap Fund
43
12.18 43
6.08
29 Feb' 16
-16.4
2.5
NA
NA
6.05
4.91
NA
NA
NA
NA
Equity - Large & Mid Cap Fund
5,421
408.85 5,421
16.8
24 Feb' 95
-0.38
10.43
12.01
11.48
18.53
13.22
13.75
15.51
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
Hybrid - Aggressive Hybrid Fund
13,083
756.63 13,083
19.4
10 Feb' 95
1.93
8.92
10.42
11.42
17.42
14.54
15.51
17.53
Very Good
Very Good
Hybrid - Equity Savings
989
13.53 989
6.83
28 Nov' 14
3.44
7.5
NA
NA
6.95
8.06
NA
NA
Somewhat Good
NA
Equity - Focused Fund
4,374
60.89 4,374
14.1
24 Oct' 05
8.1
12.04
10.65
12.68
17.64
13.50
13.73
13.64
Somewhat Good
Somewhat Good
Equity - Large Cap Fund
22,002
226.33 22,002
20.4
30 Aug' 02
5.05
11.23
10.65
11.92
18.61
14.69
16.53
17.60
Somewhat Good
Somewhat 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
Index Funds - Nifty
144
115.45 144
15.7
18 Sep' 02
9.64
13.2
9.36
9.14
13.73
9.36
10.83
11.75
Very Good
NA
Equity - Thematic Fund - Other
1,064
82.80 1,064
16.4
05 Aug' 05
5.08
14.01
15.91
15.89
20.75
16.88
17.10
17.04
Somewhat Good
Somewhat Good
Equity - Sectoral Fund - Infrastructure
611
32.48 611
9.27
17 Mar' 06
0.34
8.97
7.43
7.51
16.67
10.76
10.09
9.99
Risky
Very Good
Equity - Sectoral Fund - Consumption
610
12.57 610
5.34
03 Feb' 15
-7.03
8.69
NA
NA
9.59
10.82
NA
NA
Somewhat Good
Not 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
*Based on the Fund’s Ranking within its Category
<< First    < Previous | 1 | | | | |

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
Loading...
Hold on
Puchho Befikar
Block your seat for Portfolio 2.0 Report
A list of stocks you must own under Modi 2.0
to enhance your portfolio returns.