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Mutual Fund
- with IIFL -
Small steps towards secure financial future

Invest in Mutual Fund Through IIFL MF App.

Equity Mutual Fund

      Returns Generated
Fund name Fund category 1 Y (%) 3 Y (%) 5 Y (%) Invest
Aditya Birla SL Focused Equity Fund (G) Equity -6.15 9.56 13.96
Franklin India Prima Fund - (G) Equity -10.16 10.35 20.41

Note: 3 Years and 5 years returns are CAGR returns (compunded annual growth rate)

Elss Fund

      Returns Generated
Fund name Fund category 1 Y (%) 3 Y (%) 5 Y (%) Invest
Reliance Tax Saver (ELSS) Fund - (G) Elss -21.6 5.97 16.65
DSP Tax Saver Fund (G) Elss -8.41 11.27 16.78

Note: 3 Years and 5 years returns are CAGR returns (compunded annual growth rate)

Debt Fund

      Returns Generated
Fund name Fund category 1 Y (%) 3 Y (%) 5 Y (%) Invest
ICICI Pru Medium Term Bond Fund - Regular (G) Debt 4.2 7.12 8.47
SBI Credit Risk Fund (G) Debt 5.38 7.77 8.75

Note: 3 Years and 5 years returns are CAGR returns (compunded annual growth rate)

Why SIP is the best way to create wealth

Low Investment

Invest as small as Rs. 500

Meet your life Goals

Make your goals, fulfill your dreams

Make s market timings irrelevant

Markets high or low,you can invest anytime

Power of compounding

Money grows with power of compounding

Start Your SIP Instantly

Step 1

Login to your 'account'

Step 2

Select 'Invest SIP'

Step 3

Choose 'Scheme & Investment period'

Step 4

Enter Aadhaar & OTP

FAQs

What is an SIP?

A Systematic Investment Plan (SIP) is a way of investing in mutual funds, in which an investor invests a particular amount at periodic intervals, in any of the mutual fund schemes. SIPs can be done in any open ended mutual fund schemes. You can start SIP from Rs 1000 per month; however some mutual funds have option for lesser amount too.

Benefits of SIP

  1. You can start your mutual fund investments with small amount of Rs 1000 per month.
  2. All long-term capital gains on equity mutual funds are tax free.
  3. SIP is the best way to generate wealth in long-term and thus an incredible tool for financial planning.
  4. You can start SIP online by simply logging to your account
  5. The second benefit is an investor do not has to invest manually every month, he only need to give direct debit mandate to AMC or post-dated cheques, the amount will automatically get debited from his account.

How can I Start

Your SIP investments are just one click away. You can simply logging to your account and start your first investment. However, you can also contact your Relationship Manager in case you need any assistance for offline investments. Further, you can also download our Mutual fund app - IIFL app on your smart phone and manage all your Mutual fund investments at the go.

Can I do it online?

Yes, you can start SIP investments with any of the following options-

  1. Login to your account and invest.
  2. Download Mutual fund Application on your smart phone.
  3. Contact your relationship manager for any offline investments.

Can I monitor the progress

You can see the progress of your investments by simply doing logging to your account or Mutual fund by IIFL app.

Is there any lock in

Generally there is no lock-in period in mutual funds, except ELSS. An investor can redeem his mutual fund investment anytime. You should refer scheme offer documents and can also check scheme details on our website for further information.

Can I stop my SIP any time

Yes, an investor can stop his SIP investments at any time. You can do it by logging to your account or contact the relationship manager for assistance. However, it takes maximum up to 45 days to execute the request.

How can I redeem my SIP investment

You can redeem your SIP investments at any time. You can do it by logging to your account or contact the relationship manager for assistance. However, it takes, maximum up to 45 days to execute the request. However as SIP is advised for long term, some of the mutual funds have started charging exit load, for all SIP withdrawals within 12-24 months from the start date.

What is the tax advantage

Long-term capital gains from all equity mutual funds are tax free. In addition, an investor can enjoy the benefit of indexation on long-term gains from debt mutual funds. Check here for detail.

What is minimum investment in SIP

An investor can start an SIP as low as Rs 1000 and he can choose different intervals according to his convenience – Daily, weekly, bimonthly, monthly or quarterly. However, some mutual funds have option for lesser amount too. You should refer scheme offer documents and can also check scheme details on our website for further information.

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