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SIP & Lumpsum

Mutual Funds

Professional fund management from ₹500/month

Risk Level Low to High
Min. Investment ₹500/month (SIP)
Expected Returns 8–18% p.a. (Historical)

What is Mutual Funds?

A Mutual Fund pools money from multiple investors and invests it in a diversified portfolio of stocks, bonds, or other securities. Managed by professional SEBI-registered fund managers (AMCs), mutual funds offer retail investors access to professionally managed, diversified portfolios at a very low cost. You can invest through SIP (Systematic Investment Plan) starting as low as ₹500/month or via lumpsum. In India, 44+ AMCs offer over 2,000 mutual fund schemes across equity, debt, hybrid, and thematic categories.

How It Works

1

Complete KYC

One-time KYC (Know Your Customer) process using Aadhaar and PAN. Fully digital via Motilal Oswal app. Takes under 10 minutes.

2

Choose Your Fund

Select funds based on your investment goal, risk appetite, and time horizon. Use MO's fund comparison tool and ratings.

3

Start SIP or Invest Lumpsum

Set up a SIP mandate via UPI or NACH for automatic monthly investments. Or invest a lumpsum amount directly.

4

Track Your Portfolio

Monitor NAV, returns, portfolio allocation, and XIRR via MO Investor app. Get consolidated CAS statement.

5

Redeem or Switch

Redeem your units anytime (for open-ended funds). Money credited to bank account within 1-3 business days. Switch between funds within same AMC.

Why Trade Mutual Funds With Us?

🚀 Stay Updated. Invest Smart. Grow Faster.

At Indexis Financial Services, we offer goal-based mutual fund advisory powered by Motilal Oswal's research. Whether you want to save for retirement, your child's education, a home down payment, or simply beat inflation — we map your goals to the right mix of mutual funds. We also provide annual portfolio reviews, tax optimization (ELSS for Section 80C), and rebalancing recommendations to keep your investments on track.

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Key Features

2000+ mutual fund schemes
SIP from ₹500/month
ELSS for 80C tax saving
Direct plans (zero commission)
Goal-based investing
Instant redemption (select funds)

Mutual Funds Investment Hub

Top Mutual Funds

⚠️ Disclaimer: Investments in the securities market are subject to market risks. Read all related documents carefully before investing. Past performance is not indicative of future returns. Mutual Funds carries risk of capital loss. The content on this page is for educational and informational purposes only and does not constitute investment advice. Indexis Financial Services Pvt. Ltd. is an Authorised Person of Motilal Oswal Financial Services Ltd. SEBI registration, AP registration numbers, and full regulatory details are available in the footer of this page.
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Open Free Demat Account

Start investing in Mutual Funds today. Account opening is 100% free, 100% online. Done in under 15 minutes.

  • ✓ Zero account opening fee
  • ✓ Aadhaar-based eKYC
  • ✓ Demat + Trading + MF in one
  • ✓ 35+ years of trusted service
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