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 Hybrid Fund
4,182
23.64 4,182
1.81
01 Oct' 71
-9.91
3.31
4.24
2.87
5.84
4.55
3.91
3.18
Very Good
Not Good
Hybrid - Balanced Hybrid Fund
4,182
23.64 4,182
1.81
01 Oct' 71
-9.91
3.31
4.24
2.87
5.84
4.55
3.91
3.18
Very Good
Not Good
Equity - Sectoral Fund - Auto
1,186
80.61 1,186
14.6
16 Apr' 04
-32.61
-5.67
3.63
12.22
28.73
22.18
20.92
20.10
Somewhat Good
Somewhat Good
Equity - Focused Fund
316
8.83 316
-6.32
28 Sep' 17
-11.35
NA
NA
NA
-7.04
NA
NA
NA
NA
NA
Equity - Focused Fund
88
12.24 88
4.15
04 Sep' 14
-11.82
2.52
NA
NA
5.03
7.90
NA
NA
NA
NA
Hybrid - Balanced Hybrid Fund
54
11.27 54
4.75
27 Jan' 17
5.23
NA
NA
NA
4.19
NA
NA
NA
NA
NA
Hybrid - Balanced Hybrid Fund
49
11.51 49
5.32
08 Dec' 16
4.73
NA
NA
NA
4.73
NA
NA
NA
NA
NA
Equity - Value Fund
4,211
56.31 4,211
13
20 Jul' 05
-11.39
4.56
4.93
8.72
16.98
13.65
13.81
13.80
Somewhat Good
Not Good
Hybrid - Conservative Hybrid Fund
2,412
40.21 2,412
9.27
16 Dec' 03
-1.83
5.14
7.56
8.27
9.95
9.75
9.97
9.77
Very Good
Not Good
Index Funds - Nifty Next 50
394
9.03 394
-8.43
28 Jun' 18
-16.93
NA
NA
NA
-11.36
NA
NA
NA
Somewhat Good
NA
Index Funds - Nifty
1,429
71.01 1,429
10.6
04 Mar' 00
-5.4
8.92
7.45
8.31
14.11
9.81
11.07
13.70
Somewhat Good
NA
Equity - Thematic Fund - MNC
1,994
179.31 1,994
14.8
14 Oct' 98
-15.1
4.33
9.9
13.6
22.42
18.44
18.54
18.92
Very Good
Somewhat Good
Equity - Mid Cap Fund
3,408
88.57 3,408
13.1
30 Jul' 05
-17.46
-0.27
7.09
11.27
24.60
17.86
17.45
17.22
Risky
Not Good
Equity - Large Cap Fund
5,843
115.43 5,843
12.1
03 Aug' 05
-7.74
6.7
7.74
8.94
15.36
11.74
12.02
11.97
Very Good
Not Good
Equity - ELSS
1,712
100.27 1,712
15.1
28 Mar' 03
-12.02
4.88
6.34
8.25
13.66
10.13
10.83
11.20
NA
NA
Equity - ELSS
1,134
79.60 1,134
9.81
01 Aug' 05
-10.85
4.38
6.67
7.84
14.62
10.50
10.45
10.37
Somewhat Good
Not Good
Equity - ELSS
214
7.56 214
-17.95
27 Mar' 18
-21.98
NA
NA
NA
-13.23
NA
NA
NA
NA
NA
Equity - ELSS
328
7.30 328
-17.86
18 Jan' 18
-23.72
NA
NA
NA
-15.29
NA
NA
NA
NA
NA
Equity - ELSS
134
8.31 134
-7.4
29 Mar' 17
-17.31
NA
NA
NA
-6.57
NA
NA
NA
NA
NA
Equity - ELSS
141
8.98 141
-4.08
25 Jan' 17
-17.31
NA
NA
NA
-4.96
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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Puchho Befikar