About-Mutual Funds

Mutual funds are investment vehicles that pool money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other assets. Managed by professional fund managers, they offer diversification, liquidity, and potential growth. Mutual funds suit various risk appetites, making them a popular choice for long-term wealth creation.

  • Cost Efficiency
  • Tax Benefits
  • Diversification
  • Regulated Investment
  • Risk Management

Discover Smart Mutual Fund Investing

A wide range of ways to invest in Mutual Funds

SIP

SIP

ELSS

ELSS

InstaFundz

InstaFundz

Gold Accumulation Plan

Gold Accumulation Plan

Smart Combos

Smart Combos

Asset Allocation Combos

Asset Allocation Combos

What We Offer

Making your investing experience hassle-free

Planning

Planning

Risk Profiling, Financial Calculator, Goal Planning, Asset Allocation Combos, Smart Combos

Transaction

Transaction

Purchase, SIP, STP, SWP, InstaFundz, Redemption, Trigger Facility

Reports

Reports

Portfolio Valuation Report, Capital Gain/Loss Report, Dividend Income Statement, Transaction Report

Planning

Manage Account

Account Details, Add Client, Manage Joint Holder, Manage Mandate, Manage Query

Planning

Scheme Research

Fundz Analyzer, Peer Comparison, SIP Return Comparison, Rolling Return Comparison, Debt Fundz Analyzer

Planning

Industry Research

Trends in FII/MFs, AUM Analysis, Cash Analysis, What’s In/What’s Out, Sector Allocation Analysis

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