CAGRfunds : Mutual Fund & SIP

18 reviews
Content rating
Screenshot image
Screenshot image

About this app

CAGRfunds is a simple online investment platform that helps you plan for each of your goals and grow your money. With CAGRfunds, you can now invest your money in a matter of seconds.
What makes CAGRfunds different?
1. Financial friend for life –We believe that throughout the investment journey, as an investor you experience a plethora of queries and roadblocks. So while our platform provides you a seamless transaction experience, we personally strive to be your financial friend for life. Because, a human voice and a face to talk to always helps.
2. Scientific fund selection – One of our core success factors is the funds that we recommend. We understand that each person has different needs, objectives and preferences. We therefore strive to choose the best funds for each client that we cater to. We have developed our own approach for fund selection that takes into account various qualitative and quantitative parameters.
3. Automated Portfolio Rebalancing: Portfolio rebalancing is important to ensure that one remains invested in the best funds. While rebalancing may not be needed every now and then, it is a good practice to evaluate the portfolio once every year to ensure that selected funds continue to merit being a part of the investor portfolio. We therefore do an annual exercise to evaluate our fund selection. If we feel that due to certain reasons, a particular fund does not fit into our selected portfolio of funds, we recommend you to switch your existing investments to better funds. However, this is only a suggestion we make, we leave the final decision of transaction to you.
4. Tax Planning: We help you with tax planning in multiple ways
a. Recommend the best tax saving mutual funds under section 80C
b. Comprehensive Tax Reports which inform you what proportion of your corpus has become tax free and what proportion is liable to taxation. This comes extremely handy at the time of filing returns as investors prefer a ready reckoner of what is their tax liability
c. Notification of tax liability on redemption: Often times, investors tend to redeem funds oblivious of the tax liability it creates. We have therefore started intimating our investors of whether their redemption amount is subject to taxation or not.
5. Minimal documentation: We ensure that you register just once for all mutual fund transactions that you might ever need to do. We therefore require minimal documentation – only what is required by regulation.
How does it works
Download the app, click on 'Get Started' and enter your basic details.
Services we offer:
Invest anytime – Invest anytime anywhere. Invest through SIP or all at once. Buy more, whenever you want.
Track on the go - Track your investments from at all times.
Withdraw anytime - No Lock in periods (unless you have invested in tax saving mutual funds). Redeem your investments whenever you want
SIP Calculator – Now calculate how much will your SIP give you at the end of various time periods
Goal Based Investing – Every investor needs funds for different goals. And we make planning for your goals simple for you. Just go to our Goal based investing section and start planning!
Our advantage
Contact us anytime – Reach out to us any time and our team will help you sort out any questions
Safe and secure - Your money is invested directly with mutual fund companies without ever coming to our bank account. CAGRfunds uses bank-grade security to manage your money and your personal data is not shared with anyone
Quick invest – 5 of your past transactions are available on your profile. This enables a one click repeat transaction.
Press coverage
MoneyGuru, Zee Business -
Democratising Investments with CAGRfunds -
How many mutual funds should you own? -
Updated on
Dec 18, 2023

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Location, Personal info and 5 others
This app may collect these data types
Personal info, Financial info and 4 others
Data is encrypted in transit
You can request that data be deleted

Ratings and reviews

18 reviews

What's new

- Introduced Custom Links
- Introduced New Colors of Charts
- Fixed Portfolio Summary & Valuation > Family Member Download Issue
- Fixed NFO Listing
- Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions
- Showing only Active Insurance Policies
- Fixed Crashes

App support