Geojit: Mutual Fund, SIP App

Mutual Fund, SIP Investment

Free · Designed for iPad

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).

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We update FundsGenie regularly to make your mutual fund investing journey smoother, smarter, and more personalized. This update focuses on improving performance, enhancing user experience, and adding powerful new features. This release includes: • Performance enhancements & optimizations Need help? Call our Customer Care at 1800 571 5501 or 0484-6193200 for assistance.

Version 6.0.4

The developer, Geojit Financial Services Ltd, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info

  • Data Not Linked to You

    The following data may be collected but it is not linked to your identity:

    • Contact Info

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

  • Seller
    • Geojit Financial Services Ltd
  • Size
    • 120.9 MB
  • Category
    • Finance
  • Compatibility
    Requires iOS 15.6 or later.
    • iPhone
      Requires iOS 15.6 or later.
    • iPad
      Requires iPadOS 15.6 or later.
    • iPod touch
      Requires iOS 15.6 or later.
    • Mac
      Requires macOS 12.5 or later and a Mac with Apple M1 chip or later.
  • Languages
    • English
  • Age Rating
    4+
  • Copyright
    • © 2022 Geojit Financial Services Limited
  • Developer Website
  • Privacy Policy

    • More by Geojit Financial Services Ltd

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