Invest through Invesly
Get simplified investment advice from our expert fund advisors and manage the your money efficiently.
About Invesly Mutual Fund
Invesly Advisors offers a wide array of investment options – from a range of low-cost index funds to ELSS funds among other investment options across sectors, market caps and geographies to help investors meet their unique financial goals.
Why Invest with Invesly?
Invesly technology-driven passive investing approach helps lower the cost for the investors.
Choose from a wide range of funds such as index funds, ELSS, Fund of Funds, equity funds, debt funds, etc. for portfolio diversification.
Invest as per your convenience through SIP or lump sum. You can start with as low as ₹10 (depending on the fund factsheet).
With Navi Mutual Fund range of international FoFs, track indices like CRSP US Total Stock Market Index and Nasdaq 100.
How To Choose a Mutual Fund?
Financial Goal
Invest in a mutual fund that aligns with your financial goals. You may opt for a combination of equity and debt funds for your long-term financial goals while debt funds could be a good fit for your short-term goals. You can also consider investing in ELSS to maximise your tax deduction benefits.
Cost
A mutual fund comes with certain costs such as expense ratio, exit load, tax on capital gains, etc., which could eat into the gains if applicable. Active funds involve a high expense ratio within the limits set by SEBI since they are actively managed by fund managers. Factor the investment costs while finalising your investment decisions.
Risk Appetite
Different funds come with different levels of risk. Equity funds involve market risks in the short term which could make them risky while debt funds could be relatively low-risk. Select a fund that matches your risk appetite.
Past Performance
Check a fund’s past performance to understand the fund’s consistency. While past performance is no guarantee for future returns, it could still provide insights into a funds potential.
Mutual Fund Calculator
How to Invest in Invesly Mutual Fund?
On the home screen, scroll down, click on ‘Invest Now’, explore funds & select the fund of your choice
Provide your PAN and other details (if required) to complete your KYC & link your bank account
Choose your preferred investment mode - SIP or lump sum
Choose your preferred investment amount - you can start investing with just ₹10. You can invest via UPI or net banking
In case you wish to invest through a website, you can do the same by visiting.
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Frequently Asked Questions
A mutual fund pools money from multiple investors and invests in different financial instruments. The various kinds of mutual funds are debt funds, equity funds, gold funds, hybrid funds, etc. (in terms of asset classes) and equity-linked savings schemes, thematic funds, etc. (in terms of investment objective), among many others. Investors can invest in mutual funds through SIP (Systematic Investment Plan) or lump sum.
Mutual funds seek to provide capital appreciation over the short or long-term, depending on the fund type and investment goal of the investor. It is also suitable for those looking to diversify their investments or safeguard their corpus and those aiming to maximize the tax deduction benefits.
Most mutual fund categories, except ELSS, are highly liquid and offer multiple investment modes like SIPs, lump sum, etc. However, equity mutual funds could involve high to very high levels of risks as they are market-linked instruments.
The different types of mutual funds are:
1. Based on Structure - Open-ended mutual funds, close-ended mutual funds and interval funds.
2. Based on Asset Class - Equity Mutual Funds (large-cap, mid-cap, multi-cap, small-cap, ELSS, thematic, etc.) and Debt Mutual Funds (money market fund, liquid fund, long-duration fund, long-duration fund, medium-duration fund, etc.).
3. Based on Investment Objectives - Tax-saving mutual funds (ELSS), liquid mutual funds, pension funds, thematic funds, etc.
4. Based on Speciality - Fund of Funds, Index funds, retirement fund, commodity mutual funds, etc.
5. Based on Risk - Low-risk, medium-risk and high-risk.
Here are the advantages of investing in mutual funds:
1. Portfolio diversification.
2. Professional management.
3. Wide range of schemes in terms of asset classes, investment objectives, etc.
4. Exposure to different segments and markets.
5. Flexibility.
The Securities Exchange Board of India (SEBI) is the regulatory body for the securities and commodity market in India. All mutual funds must get registered with SEBI. The Association of Mutual Funds in India, the regulatory body for mutual funds sector in India, along with SEBI.
`Diversification` is the strategy of spreading your investments across multiple asset classes, sectors, market caps, etc. to lower the overall risk. While diversification can never eliminate all the risks involved with investing, it can help lower your overall investment risk.
Investing in mutual funds does not guarantee returns. A number of factors come into play, such as the investors financial goal, investment diversification, risk appetite, investment horizon (short or long-term), fund manager`s skill, etc. Research about a mutual fund before investing. Use a mutual fund calculator to get an estimate of the returns.
