Geojit: Mutual Funds App, SIP

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:
✔ Asset Allocation (equity, debt, cash)
✔ Top Holdings and Sector Exposure
✔ Market Cap Distribution (Large, Mid, Small Cap)
✔ 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).