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
Equity - Mid Cap Fund
6,858
1119.45 6,858
21.8
08 Oct' 95
4.05
12.32
11.45
10.48
18.86
14.12
15.98
22.61
Risky
Not Good
Equity - Mid Cap Fund
7,148
950.40 7,148
19.5
01 Dec' 93
0.6
10.26
14.12
15.48
24.68
17.58
17.43
21.14
Somewhat Good
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
Equity - Thematic Fund - MNC
3,705
733.69 3,705
16.7
27 Dec' 99
-2.64
8.11
14.72
15.92
25.89
20.23
20.51
21.27
Very Good
Somewhat 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
Equity - Multi Cap Fund
23,231
696.80 23,231
18.9
01 Jan' 95
13.92
15.73
10.53
11.88
20.97
15.04
16.64
21.49
Risky
Somewhat Good
Equity - Multi Cap Fund
11,541
585.95 11,541
17.9
29 Sep' 94
1.21
8.88
11.78
12.68
18.47
14.76
16.54
20.16
Somewhat Good
Somewhat Good
Equity - ELSS
4,070
571.94 4,070
22.1
10 Apr' 99
3.54
9.78
12.15
13.13
19.17
15.13
16.26
19.35
Somewhat Good
Somewhat Good
Equity - Large & Mid Cap Fund
3,019
538.05 3,019
18.3
08 Oct' 95
3.77
8.26
8.15
8.33
15.90
11.26
13.07
18.99
Risky
Not Good
Equity - ELSS
7,545
530.66 7,545
18.6
31 Mar' 96
3.86
12.07
8.25
10.38
19.43
13.68
15.06
20.43
Somewhat Good
Not Good
Equity - Large Cap Fund
17,475
515.30 17,475
18.8
03 Sep' 96
14.53
15.71
10.32
11.41
18.77
14.25
16.00
21.10
Risky
Somewhat Good
Equity - Large Cap Fund
7,246
464.91 7,246
16.2
01 Dec' 93
2.93
8.52
9.44
10.12
16.49
12.76
14.41
18.72
Somewhat Good
Not Good
Equity - Mid Cap Fund
6,090
457.99 6,090
25.3
19 Jul' 02
-6.45
8.87
12.66
14.07
24.68
18.41
19.83
21.38
Risky
Somewhat Good
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 - ELSS
6,425
383.49 6,425
20.1
19 Aug' 99
7.91
11.78
10.61
12.7
21.46
15.12
15.95
20.52
Somewhat Good
Not Good
Equity - ELSS
1,480
368.30 1,480
21.5
02 Jan' 01
8.4
14.9
11.67
12.53
19.40
13.98
14.53
19.15
Somewhat Good
Somewhat Good
Index Funds - Sensex
400
349.60 400
15.1
17 Jul' 02
10.42
14.91
10.1
9.95
14.34
9.21
10.57
11.57
Somewhat Good
NA
Index Funds - Sensex
400
349.60 400
15.1
17 Jul' 02
10.42
14.91
10.1
9.95
14.34
9.21
10.57
11.57
Somewhat Good
NA
Equity - Large & Mid Cap Fund
3,154
328.53 3,154
18.1
09 Jul' 98
5.91
11.45
9.03
11.39
16.21
12.65
14.20
17.11
Risky
Somewhat Good
Equity - Multi Cap Fund
3,847
297.60 3,847
14.7
01 Oct' 94
8.69
12.29
12.45
12.3
18.41
13.22
14.53
18.17
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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