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
Equity - Mid Cap Fund
6,257
1020.04 6,257
21.4
08 Oct' 95
-9.88
5.18
8.73
8.46
18.58
13.89
15.55
22.23
Risky
Not Good
Equity - Mid Cap Fund
6,686
869.20 6,686
18.9
01 Dec' 93
-12.46
3.77
10.64
12.99
24.39
17.57
17.28
20.93
Somewhat Good
Not 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
Equity - Thematic Fund - MNC
3,426
683.21 3,426
16.1
27 Dec' 99
-12.6
3.63
10.83
14.43
25.40
20.16
20.38
21.24
Very Good
Somewhat 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
Equity - Multi Cap Fund
22,215
610.09 22,215
18.1
01 Jan' 95
-6.69
7.56
6.83
9.1
20.56
14.91
16.27
21.20
Risky
Somewhat Good
Equity - Multi Cap Fund
10,604
532.47 10,604
17.3
29 Sep' 94
-13.67
3.2
8.18
10.32
18.07
14.55
16.23
19.95
Somewhat Good
Somewhat Good
Equity - ELSS
3,818
522.31 3,818
21.4
10 Apr' 99
-9.57
4.17
8.53
11.11
18.81
15.00
16.01
19.21
Somewhat Good
Not Good
Equity - Large & Mid Cap Fund
2,690
469.22 2,690
17.5
08 Oct' 95
-12.82
0.94
4.27
6
15.49
11.06
12.69
18.62
Risky
Not Good
Equity - ELSS
6,979
466.79 6,979
17.8
31 Mar' 96
-12.28
4.33
4.84
7.87
19.00
13.61
14.64
20.13
Risky
Not Good
Equity - Large Cap Fund
17,095
455.26 17,095
18.1
03 Sep' 96
-5.05
7.92
7.12
9.01
18.33
14.07
15.61
20.80
Risky
Somewhat Good
Equity - Large Cap Fund
6,628
417.88 6,628
15.6
01 Dec' 93
-13.22
2.56
6.09
8.01
15.99
12.55
14.09
18.47
Somewhat Good
Not Good
Equity - Mid Cap Fund
5,446
413.38 5,446
24.3
19 Jul' 02
-17.81
1.22
9.21
11.36
24.20
18.26
19.42
21.19
Risky
Somewhat Good
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 - ELSS
6,087
347.12 6,087
19.4
19 Aug' 99
-9.13
5.44
7.34
10.71
21.28
15.11
15.63
20.31
Somewhat Good
Not Good
Equity - ELSS
1,361
333.97 1,361
20.7
02 Jan' 01
-6.25
8.47
8.37
10.51
19.19
13.99
14.28
19.01
Somewhat Good
Somewhat Good
Index Funds - Sensex
434
326.60 434
14.5
17 Jul' 02
-3.44
10.36
7.81
8.73
14.24
9.26
10.34
11.53
Somewhat Good
NA
Index Funds - Sensex
434
326.60 434
14.5
17 Jul' 02
-3.44
10.36
7.81
8.73
14.24
9.26
10.34
11.53
Somewhat Good
NA
Equity - Large & Mid Cap Fund
3,465
298.70 3,465
17.4
09 Jul' 98
-7.95
4.36
5.99
9.6
15.96
12.54
13.88
16.97
Somewhat Good
Somewhat Good
Equity - Multi Cap Fund
3,940
268.88 3,940
14.1
01 Oct' 94
-10.75
5.53
8.9
10.13
18.14
13.16
14.26
18.00
Somewhat Good
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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Puchho Befikar