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 Hybrid Fund
4,484
24.91 4,484
1.93
01 Oct' 71
-1.39
6.8
5.77
3.81
6.15
4.59
3.91
3.15
Very Good
Not Good
Hybrid - Balanced Hybrid Fund
4,484
24.91 4,484
1.93
01 Oct' 71
-1.39
6.8
5.77
3.81
6.15
4.59
3.91
3.15
Very Good
Not Good
Equity - Sectoral Fund - Auto
1,408
90.63 1,408
15.6
16 Apr' 04
-23.16
1.29
8.12
15.2
29.75
22.26
21.07
20.30
Somewhat Good
Somewhat Good
Equity - Focused Fund
337
9.53 337
-2.72
28 Sep' 17
2.47
NA
NA
NA
-6.55
NA
NA
NA
NA
NA
Equity - Focused Fund
94
13.24 94
6.01
04 Sep' 14
2
8.35
NA
NA
5.68
8.35
NA
NA
NA
NA
Hybrid - Balanced Hybrid Fund
53
11.20 53
4.81
27 Jan' 17
6.06
NA
NA
NA
4.05
NA
NA
NA
NA
NA
Hybrid - Balanced Hybrid Fund
49
11.47 49
5.53
08 Dec' 16
6.3
NA
NA
NA
4.68
NA
NA
NA
NA
NA
Equity - Value Fund
4,571
61.15 4,571
13.9
20 Jul' 05
2.34
10.09
7.91
10.83
17.58
13.85
13.97
13.95
Somewhat Good
Not Good
Hybrid - Conservative Hybrid Fund
2,561
40.56 2,561
9.43
16 Dec' 03
1.88
6.91
8.23
8.57
10.25
9.84
10.04
9.80
Very Good
Not Good
Index Funds - Nifty Next 50
387
9.59 387
-4.12
28 Jun' 18
NA
NA
NA
NA
-4.39
NA
NA
NA
Somewhat Good
NA
Index Funds - Nifty
1,374
77.00 1,374
11.1
04 Mar' 00
10.71
14.45
10.26
9.92
14.27
9.86
11.33
13.79
Somewhat Good
NA
Equity - Thematic Fund - MNC
2,136
187.57 2,136
15.2
14 Oct' 98
-4.84
8.45
13.18
14.84
22.94
18.53
18.64
18.92
Very Good
Somewhat Good
Equity - Mid Cap Fund
3,794
97.83 3,794
14
30 Jul' 05
-6.1
6.5
11.45
13.81
24.88
17.92
17.63
17.40
Risky
Not Good
Equity - Large Cap Fund
6,123
122.89 6,123
12.8
03 Aug' 05
4.96
11.53
10.42
10.54
15.62
11.87
12.09
12.06
Very Good
Not Good
Equity - ELSS
1,874
110.12 1,874
15.9
28 Mar' 03
4.85
11.38
9.31
10.18
13.94
10.19
11.02
11.26
NA
NA
Equity - ELSS
1,212
86.54 1,212
10.6
01 Aug' 05
3.16
10.17
9.55
9.71
14.79
10.55
10.51
10.43
Somewhat Good
Not Good
Equity - ELSS
248
8.65 248
-10.96
27 Mar' 18
-10.18
NA
NA
NA
-9.13
NA
NA
NA
NA
NA
Equity - ELSS
382
8.39 382
-11.51
18 Jan' 18
-11.5
NA
NA
NA
-12.63
NA
NA
NA
NA
NA
Equity - ELSS
153
9.77 153
-1.03
29 Mar' 17
4.27
NA
NA
NA
-5.57
NA
NA
NA
NA
NA
Equity - ELSS
161
10.59 161
2.4
25 Jan' 17
2.82
NA
NA
NA
-3.87
NA
NA
NA
NA
NA
*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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