Geojit: Mutual Fund, SIP App

FundsGenie by Geojit - Invest in MFs with Confidence, Clarity & Control

Looking to grow your wealth with smart mutual fund investments? Whether you're new to investing in mutual funds or managing a mature portfolio, FundsGenie by Geojit is your all-in-one MF app. Backed by Geojit’s 38+ years of capital market expertise, the FundsGenie mutual fund invest app blends expert fund recommendations and advanced portfolio analytics - ideal for new investors, seasoned clients, and HNIs.

What You Can Do with the FundsGenie MF Investment App Invest in SIPs, Lumpsum & NFOs • Invest in over 4000+ mutual fund schemes from 40+ leading AMCs • Start SIPs with as little as ₹100 • Apply for NFOs directly from this MF investment app • Choose to hold units in Demat or Physical (non-demat) mode

Track, Analyse & Grow Your Portfolio with Mutual Funds Tracker • Real-time NAV updates and portfolio valuation • View fund-wise XIRR returns, detailed realised & unrealised P&L • Stay organised with a SIP Calendar

Manage, Modify, or Exit with Flexibility • Set up and manage SWP, STP, and Fund Switch easily • Full control to pause or cancel mutual funds SIP anytime

Analyse All Your Online Mutual Funds in One Place • Use the External Fetch feature to import MF holdings from outside Geojit • Get a unified dashboard for complete portfolio tracking across platforms with the comprehensive mutual fund tracker

Discover & Analyse Mutual Funds in-depth • Compare performance across timeframes, categories, and risk levels • Benchmark funds against category averages to spot consistent performers • In-depth fund analysis includes:

1. Asset Allocation (equity, debt, cash)
2. Top Holdings and Sector Exposure
3. Market Cap Distribution (Large, Mid, Small Cap)
4. Risk Meter to evaluate fund volatility • Recommended fund lists curated by Geojit’s expert research • Morningstar ratings alongside Geojit’s proprietary insights

Portfolio X-Ray - Deep Dive into Your Holdings Smart insights for your portfolio: • Style Box: View exposure across caps and growth/value styles • Asset Mix: Understand the allocation between equity, debt, or hybrid mutual funds • Sector Spread: Identify overexposure to specific sectors • Holding Overlap: Spot duplication across MFs • Risk Match: Align portfolio risk with goals

Smart Calculators to Plan Your Wealth • Estimate long-term returns with the mutual fund SIP Calculator • Visualise and plan future wealth with goal-based projections

Tailored for You • Get suggestions based on your risk profile • Access to a dedicated Relationship Manager

Coming Soon on FundsGenie • Step-Up your SIP to grow contribution annually • Goal-Based Investing Journeys • Fund Comparison Tools to compare funds • Family Portfolio View to manage mutual funds investment portfolios across family members

Why Investors Choose the FundsGenie Mutual Fund App • Combines expert research, cutting-edge tools, and investor-first design • Offers 24x7 human customer support • No hidden charges • Trusted by lakhs of investors across India

Download FundsGenie now Start your SIPs, track your MF invest portfolio, and invest with clarity and confidence.

Member Name: Geojit Financial Services Limited Corporate Identity Number: L67120KL1994PLC008403. SEBI Registration Numbers - Investment Adviser: INA200002817. AMFI Registered Mutual Fund Distributor ARN: 0098 (Date of Initial Registration: 9 May 2002, Current Validity: up to 8 May 2027).