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
Hybrid - Balanced Advantage
2,697
51.39 2,697
8.83
25 Apr' 00
-0.52
6.04
7.84
8.14
12.74
10.13
10.50
12.01
Very Good
Not Good
Equity - Sectoral Fund - Banks & Financial Services
1,744
26.31 1,744
18.5
14 Dec' 13
-14.69
6.94
14.18
NA
20.38
20.71
19.37
NA
Somewhat Good
Not Good
Equity - Thematic Fund - Other
454
52.83 454
8.85
15 Jan' 00
-2.51
14.61
11.46
11.42
18.30
10.57
11.22
13.06
Somewhat Good
Not Good
Equity - Dividend Yield Fund
726
145.21 726
17.6
10 Feb' 03
-17.37
0.38
3.1
5.83
17.19
14.02
14.54
15.26
Risky
Not Good
Hybrid - Balanced Hybrid Fund
78
11.71 78
5.12
28 Jun' 16
2.99
4.88
NA
NA
4.69
5.16
NA
NA
NA
NA
Hybrid - Balanced Hybrid Fund
49
10.58 49
10.7
04 Feb' 19
NA
NA
NA
NA
NA
NA
NA
NA
NA
NA
Equity - Mid Cap Fund
12
13.51 12
6.13
06 Aug' 14
-17.57
-1.23
6.2
NA
8.04
11.41
5.97
NA
NA
NA
Equity - Mid Cap Fund
37
10.25 37
0.68
29 Feb' 16
-29.84
-7.23
NA
NA
3.91
1.88
NA
NA
NA
NA
Equity - Large & Mid Cap Fund
4,767
367.90 4,767
16.1
24 Feb' 95
-16.78
2.6
9.13
9.33
18.10
13.10
13.53
15.46
Somewhat Good
Not 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
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
Hybrid - Equity Savings
843
13.00 843
5.69
28 Nov' 14
-3.7
3.81
NA
NA
6.54
7.69
NA
NA
Somewhat Good
NA
Equity - Focused Fund
4,101
55.51 4,101
13.2
24 Oct' 05
-7.84
5.69
7.87
10.66
17.34
13.42
13.63
13.56
Somewhat Good
Somewhat 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 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
Index Funds - Nifty
126
106.53 126
15
18 Sep' 02
-6.13
7.82
6.57
7.56
13.55
9.30
10.58
11.68
Very Good
NA
Equity - Thematic Fund - Other
1,066
78.95 1,066
15.8
05 Aug' 05
-6.93
8.34
13.21
13.6
20.52
16.80
17.04
16.95
Very Good
Somewhat Good
Equity - Sectoral Fund - Infrastructure
524
27.15 524
7.71
17 Mar' 06
-19.53
-0.58
3.2
4.5
16.16
10.51
9.98
9.82
Risky
Very Good
Equity - Sectoral Fund - Consumption
555
11.89 555
3.87
03 Feb' 15
-17.09
2.07
NA
NA
8.43
9.94
NA
NA
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
*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