Investeezy Mutual Funds, SIP

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Content rating
Everyone
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About this app

Rupeezy's Investeezy mutual fund app, caters to your personal finance management needs. It offers easy investment in mutual funds with zero commission and a comprehensive analysis of MF returns with associated risks. Tax saving oriented funds or sectoral flavour, align your investments with your goals.

Why is Investeezy 🏆the best mutual fund app in India?
• ₹0 commission Direct Mutual Fund investments
• 1500+ MF schemes and over 40 AMCs
• Trusted name in the investing world for over 2 decades
• Ideal for assumption-free, data-based investment decisions
• Easy-to-navigate app with quick and easy access to funds
• Basket of equity, debt, hybrid funds
• Easy one-touch SIP signup
• SIP for as low as ₹100
• Multiple payment options including UPI, Net banking
• Autopay for convenient and consistent investing
• No hidden costs or annual maintenance charge

📌Features
• Watchlists: Track your chosen funds with ease
• Portfolio: Get details on XIRR, current and invested value, overall return
• Smart Explore: View fund performance pictorially in a graph
• MF Lab: Select mutual funds, allocate fund weights, analyze and invest
• Impact Analysis: See the impact of a new fund on the existing portfolio
• Portfolio Overlap: Check for overlap between new and existing fund allocations
• Return Calculator: Calculate your investment returns and CAGR for SIP or Lumpsum
• Holding pattern: Understand the fund holding in companies, sectors, assets
• Riskometer: Get info on the fund's risk from low to very high
• Peer Comparison: Compare mutual funds with peers

📌Direct Mutual Funds
Invest in different categories of mutual funds depending on your financial goals, time horizon, and risk appetite. Choose from variety of fund categories like equity, debt, hybrid, liquid, ELSS etc. You can select funds focusing on specific types of stocks, segments, or sectors like small cap, large cap, or mid cap, sector-specific

📌SIP
MF Systematic investment plans are ideal for investors who prefer a disciplined approach to investing. SIPs eliminate the need to time the markets. Investing through SIPs is a hassle-free automated process for long-term wealth building. With Investeezy, setting up SIPs is a one-click process.

📌ELSS
ELSS funds are designed to help you invest in equities and save tax at the same time. With a 3-year lock-in, ELSS funds are best suited for long-term investment goals without disturbing the corpus.

📌Large-cap fund
Large-cap funds invest in companies with a large market capitalisation. These are reputed companies with a proven track record and e.g. Reliance, HDFC, Infosys, HUL, etc.

📌Mid-cap fund
Mid-cap funds invest in stocks of mid cap companies with a market capitalisation of Rs 5k - 20k crore. These are early growth stage companies with potential to grow into large caps in future, but carry higher risk.

📌Small-cap fund
Small cap funds invest in companies with less than Rs 5k crore market cap. These companies have the potential to grow into winning businesses in the future. Due to higher risks of downturns, small caps are more suited to aggressive investors.

📌MF Lab
Discover the power of customization with MF Lab. Select the right funds by mixing and matching various mutual funds. Compare the fund performance with the benchmark. Find the perfect balance between risk and reward to suit your financial goals and risk tolerance.

📌Calculator, Portfolio Overlap
With the Portfolio Overlap feature, determine how much a new fund allocation overlaps with your existing portfolio or selected funds. Calculate SIP, lumpsum returns with the returns calculator attached to every mutual fund page.

📌Invest in Top AMCs
• SBI Mutual Fund
• ICICI Prudential Mutual Fund
• HDFC Mutual Fund
• Quant Mutual Fund
• Nippon India Mutual Fund
• Kotak Mahindra Mutual Fund
• UTI Mutual Fund
• Axis Mutual Fund
• Mirae Asset Mutual Fund
• NJ Mutual Fund
• Groww Mutual Fund

Investeezy Support: https://rupeezy.in/contact-us
Updated on
May 3, 2024

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 4 others
This app may collect these data types
Photos and videos and Files and docs
Data is encrypted in transit
You can request that data be deleted

What's new

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