Invest in Best Mutual Funds & SIP Plans
Expert Guidance & High Returns
Start your wealth creation journey with India's most trusted mutual fund platform. Get expert advisory, zero paperwork, and professional guidance with Money Bharat Finance.
15%+ Returns
Average Annual Growth
AMFI Registered
Regulated & Secure
₹100 Min SIP
Start Small, Grow Big
Start SIP with Just ₹100
Join over 2 million investors who trust Money Bharat for their systematic investment journey. Start small, dream big, achieve more.
Start with Just ₹100
Begin your investment journey with as little as ₹100 per month. No large capital required - perfect for beginners and seasoned investors alike.
15% Average Annual Returns
Historically, equity mutual funds have delivered superior returns. Our curated funds have generated average returns of 12-15% annually over 10+ years.
Auto-Debit Convenience
Set it and forget it! Automatic monthly deductions ensure you never miss an investment, building wealth systematically without any effort.
Tax Benefits up to ₹1.5 Lakh
Invest in ELSS mutual funds and claim tax deductions under Section 80C. Save taxes while building wealth for your future goals.
Goal-Based Planning
Whether it's buying a home, child's education, or retirement - our SIP calculator helps you plan investments for specific financial goals.
Professional Fund Management
Your money is managed by experienced fund managers who research and select the best stocks, giving you access to professional expertise.
Rupee Cost Averaging
Reduce the impact of market volatility by investing fixed amounts regularly. Buy more units when prices are low, fewer when high.
Award-Winning Platform
Money Bharat has been recognized for excellence in fintech innovation and customer service. Join thousands of satisfied investors.
Real Success Story: From ₹5,000 to ₹30 Lakhs
"I started with ₹5,000 monthly SIP 15 years ago. Today, my investment is worth over ₹30 lakhs! The power of compounding and consistent investing changed my life."
Money Bharat - Best for NRI Clients
Trusted by over 6000+ NRIs worldwide, we provide seamless, compliant, and tax-efficient mutual fund investment solutions tailored specifically for Non-Resident Indians.
Why NRIs Choose Money Bharat
Global Accessibility
Invest from anywhere in the world with our international platform designed for NRIs
FEMA Compliant
100% FEMA compliant investment solutions ensuring legal and secure transactions
24/7 Support
Round-the-clock customer support across multiple time zones for global convenience
Dedicated NRI Desk
Specialized relationship managers who understand NRI investment needs and challenges
Tax Optimization
Expert guidance on tax-efficient investment strategies for NRI portfolio management
Multi-Currency Support
Seamless investment in INR while managing your portfolio in your preferred currency
Trusted & Certified
"Money Bharat made my investment journey from USA incredibly smooth. Their NRI-focused approach and dedicated support team helped me build a diversified portfolio while staying compliant with all regulations."
Aaj Ka Investment, Kal Ka Benefit
Invest in Mutual Funds to build a financially secure future.
Tax Benefits
Save on taxes with ELSS funds under Section 80C.
Expert Guidance
Get advice from our experienced financial advisors.
Portfolio Diversification
Spread your investments across different asset classes.
SIP Calculator
Plan your investments with our easy-to-use SIP calculator.
Mutual Fund Benefits
Invest in Mutual Funds to build a financially secure future.
Diversification
Mutual funds invest in a variety of stocks, bonds, or other assets, reducing risk.
Professional Management
Experienced fund managers make investment decisions on your behalf.
Liquidity
You can redeem your mutual fund units easily on any business day.
Advantages of Mutual Fund SIP
Systematic Investment Plans offer numerous advantages for long-term wealth creation and financial discipline.
Investment Discipline
SIP encourages regular investing, fostering financial discipline. It helps you stay committed to your investment goals over the long term.
Power of Compounding
By investing consistently, you benefit from the power of compounding, where your returns generate further earnings, maximizing your wealth over time.
You Can Start Small
You can start investing with a minimal amount such as Rs. 500, making SIPs accessible for everyone. This flexibility allows you to grow your investment gradually.
Convenient - At Your Fingertips
SIPs offer convenience, allowing you to invest effortlessly through online platforms, ensuring your investments are just a click away.
Professional Fund Management
Your SIP mutual funds are managed by professional fund managers, ensuring that your portfolio benefits from expert insights and strategies.
Can be Automated
SIPs can be easily automated via AutoPay on Dhan, setting up hassle-free monthly investments. This ensures consistency without the need for constant manual input.
How to Choose the Best Mutual Funds
Consider these factors when selecting mutual funds for your investment portfolio.
Fund Performance
Evaluate the fund's historical performance and its Assets Under Management (AUM) to ensure stability and growth potential.
AMC Track Record
Consider the track record of the Asset Management Company (AMC). A reputable AMC with a strong history can indicate reliability and effective fund management.
Fund Managers
Look at the experience and expertise of the fund managers. Skilled fund managers can make informed decisions that positively impact the fund's performance.
Index Benchmark
Compare the fund's returns against its benchmark index. Consistent outperformance relative to the benchmark suggests a well-managed fund.
Important Terms Related to Mutual Funds
Familiarize yourself with these key mutual fund terms to make informed investment decisions.
SIP
A Systematic Investment Plan (SIP) allows you to invest a fixed amount at regular intervals in mutual funds.
STP
A Systematic Transfer Plan (STP) lets you transfer a fixed amount from one mutual fund to another periodically.
SWP
A Systematic Withdrawal Plan (SWP) enables you to withdraw a fixed amount from your mutual fund at regular intervals.
AUM
Assets Under Management (AUM) refers to the total market value of assets that a fund manages for investors.
NAV
Net Asset Value (NAV) represents the per-unit value of a mutual fund, calculated daily.
Expense Ratio
The expense ratio is the annual fee expressed as a percentage of a fund's average net assets.
Entry Load
Entry load is a fee charged when investing in a mutual fund. (Currently abolished by SEBI)
Exit Load
Exit load is a fee incurred when redeeming mutual fund units within a specified period after purchase.
Explore Fund Categories
Discover the right type of mutual fund for your investment goals and risk appetite
Equity Funds
Expected Returns
12-15%
Risk Level
High
Invest in stocks for high growth potential.
Debt Funds
Expected Returns
7-9%
Risk Level
Low
Invest in fixed-income for stable returns.
Hybrid Funds
Expected Returns
10-12%
Risk Level
Medium
Invest in a mix of stocks and bonds for growth.
Index Funds
Expected Returns
10-12%
Risk Level
Medium
Track market indices with lower expense ratios.
Top Performing Funds
Our selection of mutual funds with consistent performance and strong returns
| Fund Name | Category | 1Y Returns | AUM | Risk |
|---|---|---|---|---|
HDFC Flexicap Fund Top performer in its category | Equity | 15.8% | ₹26,700 Cr | High |
SBI Small Cap Fund Top performer in its category | Equity | 17.2% | ₹18,500 Cr | Very High |
Axis Bluechip Fund Top performer in its category | Equity | 14.3% | ₹31,200 Cr | Moderate |
ICICI Prudential Balanced Advantage Top performer in its category | Hybrid | 11.7% | ₹42,800 Cr | Moderate |
Nippon India Low Duration Top performer in its category | Debt | 7.8% | ₹15,600 Cr | Low |
Trusted Mutual Fund Partners
Invest with confidence through India's leading Asset Management Companies
Frequently Asked Questions
Get answers to common questions about mutual funds and SIP investments